+780.7%
GOOG vs OKE
+266.1%
+514.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | 0.0% | +1.2% | -1.2% | -0.2% |
| 30D | -2.0% | +4.5% | -6.4% | -2.9% |
| 3M | -5.9% | +9.6% | -15.5% | -8.0% |
| 6M | +8.9% | +15.4% | -6.5% | +4.9% |
| YTD | +7.1% | +36.5% | -29.4% | -0.9% |
| 1Y | +39.7% | +39.0% | +0.7% | +28.4% |
| 3Y | +145.8% | +74.3% | +71.5% | +111.7% |
| 5Y | +138.6% | +141.2% | -2.6% | +90.0% |
| All | +780.7% | +266.1% | +514.6% | +529.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling