+57.4%
INTC vs OKE
+43.1%
+14.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.6% | -0.1% | -5.4% |
| 7D | -39.0% | -5.2% | -33.8% | -40.4% |
| 30D | -49.8% | +1.1% | -51.0% | -49.2% |
| 3M | -42.2% | +2.2% | -44.4% | -40.8% |
| 6M | -39.2% | 0.0% | -39.2% | -37.6% |
| YTD | +57.9% | +26.5% | +31.4% | +53.6% |
| 1Y | +57.4% | +44.6% | +12.7% | +53.7% |
| All | +57.4% | +43.1% | +14.2% | +53.7% |
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