+25.1%
GILD vs OKE
+40.5%
-15.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.8% |
| 7D | -4.8% | +1.2% | -6.1% | -4.9% |
| 30D | +5.8% | +4.5% | +1.3% | +5.6% |
| 3M | +14.9% | +9.6% | +5.3% | +14.4% |
| 6M | -0.4% | +15.4% | -15.7% | -1.5% |
| YTD | +18.5% | +36.5% | -17.9% | +14.6% |
| 1Y | +25.1% | +39.0% | -13.9% | +20.6% |
| All | +25.1% | +40.5% | -15.3% | +20.6% |
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