+142.4%
GILD vs OKE
+138.0%
+4.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -4.8% | +1.2% | -6.1% | -5.0% |
| 30D | +5.8% | +4.5% | +1.3% | +5.1% |
| 3M | +14.9% | +9.6% | +5.3% | +13.3% |
| 6M | -0.4% | +15.4% | -15.7% | -2.8% |
| YTD | +18.5% | +36.5% | -17.9% | +12.3% |
| 1Y | +25.1% | +39.0% | -13.9% | +18.1% |
| 3Y | +105.9% | +74.3% | +31.6% | +82.9% |
| All | +142.4% | +138.0% | +4.4% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling