+38.6%
GILD vs OKE
+33.2%
+5.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -2.2% | -11.3% | +9.0% | -2.3% |
| 30D | +13.6% | -2.2% | +15.8% | +13.6% |
| 3M | +28.3% | -2.0% | +30.3% | +28.0% |
| 6M | +23.9% | +1.8% | +22.1% | +23.6% |
| YTD | +38.4% | +21.7% | +16.8% | +34.3% |
| 1Y | +38.6% | +31.9% | +6.7% | +29.4% |
| All | +38.6% | +33.2% | +5.3% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling