+171.2%
INTC vs OKE
+72.4%
+98.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.3% |
| 7D | +7.5% | +1.2% | +6.2% | +7.1% |
| 30D | +2.0% | +4.5% | -2.5% | +0.7% |
| 3M | -12.0% | +9.6% | -21.6% | -14.9% |
| 6M | +114.5% | +15.4% | +99.2% | +98.5% |
| YTD | +179.0% | +36.5% | +142.5% | +132.4% |
| 1Y | +318.3% | +39.0% | +279.3% | +243.8% |
| 3Y | +171.2% | +74.3% | +96.9% | +116.6% |
| All | +171.2% | +72.4% | +98.8% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling