+13,685.3%
INTU vs OKE
+10,231.5%
+3,453.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -4.7% |
| 7D | -7.5% | +1.9% | -9.4% | -8.0% |
| 30D | -1.9% | +12.8% | -14.8% | -5.1% |
| 3M | +4.9% | +11.9% | -7.1% | +1.5% |
| 6M | -33.2% | +14.9% | -48.1% | -36.0% |
| YTD | -51.4% | +37.7% | -89.1% | -55.8% |
| 1Y | -52.0% | +44.1% | -96.0% | -56.9% |
| 3Y | -40.7% | +75.3% | -115.9% | -50.1% |
| 5Y | -41.7% | +144.0% | -185.7% | -55.3% |
| 10Y | +211.1% | +249.7% | -38.6% | +93.4% |
| All | +13,685.3% | +10,231.5% | +3,453.8% | +3,067.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling