+237.0%
HOOD vs OKE
+141.4%
+95.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.2% | -6.1% | -5.1% |
| 7D | +13.4% | +1.9% | +11.5% | +12.1% |
| 30D | +25.8% | +12.8% | +12.9% | +16.5% |
| 3M | +38.0% | +11.9% | +26.0% | +26.6% |
| 6M | +52.2% | +14.9% | +37.3% | +34.2% |
| YTD | +3.7% | +37.7% | -34.0% | -20.3% |
| 1Y | +0.1% | +44.1% | -44.0% | -26.2% |
| 3Y | +992.6% | +75.3% | +917.3% | +612.2% |
| 5Y | +193.0% | +144.0% | +49.0% | +46.6% |
| All | +237.0% | +141.4% | +95.6% | +70.6% |
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 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