+40.0%
HLT vs OKE
+40.8%
-0.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.8% | -2.2% |
| 7D | +3.6% | -9.0% | +12.5% | +2.3% |
| 30D | +14.6% | -2.3% | +16.8% | +14.1% |
| 3M | +13.9% | 0.0% | +14.0% | +14.1% |
| 6M | +18.3% | -2.0% | +20.3% | +17.9% |
| YTD | +28.9% | +23.2% | +5.7% | +26.8% |
| 1Y | +40.0% | +36.6% | +3.4% | +35.8% |
| All | +40.0% | +40.8% | -0.7% | +35.8% |
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