+140.1%
GOOGL vs OKE
+138.0%
+2.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.6% |
| 7D | 0.0% | +1.2% | -1.2% | -0.2% |
| 30D | -1.4% | +4.5% | -5.9% | -2.4% |
| 3M | -5.3% | +9.6% | -14.9% | -7.5% |
| 6M | +9.8% | +15.4% | -5.6% | +5.3% |
| YTD | +8.4% | +36.5% | -28.1% | -1.2% |
| 1Y | +41.2% | +39.0% | +2.2% | +27.7% |
| 3Y | +149.6% | +74.3% | +75.3% | +100.8% |
| All | +140.1% | +138.0% | +2.1% | +70.0% |
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