+94.6%
HAL vs OKE
+135.8%
-41.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -3.3% | 0.0% | -3.2% | -3.3% |
| 30D | +7.2% | +4.6% | +2.6% | +2.7% |
| 3M | -8.8% | +6.9% | -15.7% | -14.5% |
| 6M | +3.0% | +15.8% | -12.8% | -11.1% |
| YTD | +29.4% | +35.2% | -5.8% | -4.8% |
| 1Y | +62.8% | +37.6% | +25.3% | +17.6% |
| 3Y | -6.4% | +72.0% | -78.5% | -49.2% |
| All | +94.6% | +135.8% | -41.3% | -22.6% |
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 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