+780.7%
HBAN vs OKE
+16,094.5%
-15,313.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.4% |
| 7D | -1.0% | +1.2% | -2.2% | -1.5% |
| 30D | -5.6% | +4.5% | -10.1% | -7.3% |
| 3M | -1.1% | +9.6% | -10.8% | -5.0% |
| 6M | +9.9% | +15.4% | -5.5% | +2.7% |
| YTD | -0.9% | +36.5% | -37.4% | -13.8% |
| 1Y | -1.4% | +39.0% | -40.4% | -14.9% |
| 3Y | +78.2% | +74.3% | +3.9% | +39.9% |
| 5Y | +37.0% | +141.2% | -104.2% | -6.1% |
| 10Y | +158.9% | +262.1% | -103.2% | +37.8% |
| All | +780.7% | +16,094.5% | -15,313.8% | +59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling