+149.6%
GOOGL vs OKE
+72.4%
+77.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.7% |
| 7D | 0.0% | +1.2% | -1.2% | -0.1% |
| 30D | -1.4% | +4.5% | -5.9% | -1.7% |
| 3M | -5.3% | +9.6% | -14.9% | -6.0% |
| 6M | +9.8% | +15.4% | -5.6% | +8.0% |
| YTD | +8.4% | +36.5% | -28.1% | +3.5% |
| 1Y | +41.2% | +39.0% | +2.2% | +34.3% |
| 3Y | +149.6% | +74.3% | +75.3% | +128.4% |
| All | +149.6% | +72.4% | +77.2% | +128.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling