+175.3%
HOOD vs OKE
+136.3%
+39.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | -9.1% | 0.0% | -9.1% | -9.2% |
| 30D | +20.1% | +4.6% | +15.5% | +16.4% |
| 3M | +31.2% | +6.9% | +24.3% | +23.8% |
| 6M | +44.3% | +15.8% | +28.6% | +26.2% |
| YTD | +0.2% | +35.2% | -35.0% | -22.2% |
| 1Y | -3.5% | +37.6% | -41.1% | -26.6% |
| 3Y | +955.2% | +72.0% | +883.2% | +593.9% |
| 5Y | +175.3% | +139.0% | +36.3% | +35.9% |
| All | +175.3% | +136.3% | +39.0% | +35.9% |
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 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