+18.7%
HOOD vs OKE
+35.9%
-17.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.2% |
| 7D | +17.1% | +0.7% | +16.4% | +17.4% |
| 30D | +31.6% | +9.4% | +22.2% | +35.6% |
| 3M | +38.2% | +8.6% | +29.7% | +42.4% |
| 6M | +48.5% | +15.3% | +33.2% | +51.5% |
| YTD | +8.0% | +34.8% | -26.8% | +8.9% |
| 1Y | +18.7% | +35.3% | -16.6% | +13.2% |
| All | +18.7% | +35.9% | -17.2% | +13.2% |
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