+990.2%
IBKR vs OKE
+266.1%
+724.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +1.9% |
| 7D | -1.3% | +1.2% | -2.6% | -1.7% |
| 30D | -0.2% | +4.5% | -4.7% | -1.6% |
| 3M | +3.0% | +9.6% | -6.7% | -0.2% |
| 6M | +33.9% | +15.4% | +18.5% | +26.7% |
| YTD | +42.5% | +36.5% | +6.0% | +27.9% |
| 1Y | +44.9% | +39.0% | +5.9% | +29.0% |
| 3Y | +293.0% | +74.3% | +218.7% | +228.9% |
| 5Y | +497.7% | +141.2% | +356.4% | +352.6% |
| All | +990.2% | +266.1% | +724.1% | +604.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling