+25.6%
HAL vs OKE
+43.1%
-17.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -0.9% |
| 7D | -7.7% | -5.2% | -2.5% | -4.6% |
| 30D | +0.7% | +1.1% | -0.5% | +0.1% |
| 3M | +2.5% | +2.2% | +0.2% | +0.8% |
| 6M | -20.7% | 0.0% | -20.7% | -21.0% |
| YTD | +18.4% | +26.5% | -8.1% | 0.0% |
| 1Y | +25.6% | +44.6% | -19.0% | -5.9% |
| All | +25.6% | +43.1% | -17.6% | -5.9% |
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