+369.0%
LIN vs OKE
+248.9%
+120.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.4% | 0.0% |
| 7D | -4.0% | -0.2% | -3.8% | -3.9% |
| 30D | -4.9% | +6.1% | -11.0% | -6.3% |
| 3M | -9.2% | +10.4% | -19.6% | -11.6% |
| 6M | -2.6% | +14.2% | -16.7% | -6.2% |
| YTD | +10.5% | +35.3% | -24.8% | +1.6% |
| 1Y | -0.1% | +40.6% | -40.7% | -9.1% |
| 3Y | +25.4% | +72.2% | -46.9% | +6.6% |
| 5Y | +59.7% | +139.6% | -79.9% | +23.9% |
| 10Y | +369.0% | +259.1% | +109.9% | +221.2% |
| All | +369.0% | +248.9% | +120.0% | +221.2% |
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