+46.1%
GOOGL vs OKE
+35.9%
+10.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.2% |
| 7D | -2.3% | +0.7% | -3.1% | -2.2% |
| 30D | -6.6% | +9.4% | -16.0% | -4.7% |
| 3M | -9.0% | +8.6% | -17.6% | -7.2% |
| 6M | +11.8% | +15.3% | -3.5% | +14.8% |
| YTD | +8.3% | +34.8% | -26.5% | +12.3% |
| 1Y | +46.1% | +35.3% | +10.8% | +50.2% |
| All | +46.1% | +35.9% | +10.2% | +50.2% |
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