-46.7%
HUBS vs OKE
+35.9%
-82.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -3.0% |
| 7D | -5.0% | +0.7% | -5.7% | -4.9% |
| 30D | -1.0% | +9.4% | -10.4% | +0.1% |
| 3M | +12.4% | +8.6% | +3.8% | +13.4% |
| 6M | -11.1% | +15.3% | -26.4% | -9.0% |
| YTD | -38.3% | +34.8% | -73.1% | -35.0% |
| 1Y | -46.7% | +35.3% | -81.9% | -45.3% |
| All | -46.7% | +35.9% | -82.5% | -45.3% |
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