+289.3%
INTC vs OKE
+35.9%
+253.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.4% |
| 7D | +7.1% | +0.7% | +6.4% | +7.3% |
| 30D | -5.2% | +9.4% | -14.6% | -1.9% |
| 3M | -14.3% | +8.6% | -22.9% | -11.2% |
| 6M | +110.2% | +15.3% | +94.9% | +112.2% |
| YTD | +159.6% | +34.8% | +124.8% | +139.8% |
| 1Y | +289.3% | +35.3% | +254.0% | +284.6% |
| All | +289.3% | +35.9% | +253.4% | +284.6% |
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 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