+25.8%
LIN vs OKE
+75.5%
-49.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.3% |
| 7D | -3.5% | +1.9% | -5.4% | -3.8% |
| 30D | -4.1% | +12.8% | -16.9% | -6.0% |
| 3M | -6.4% | +11.9% | -18.3% | -8.2% |
| 6M | -2.4% | +14.9% | -17.3% | -5.1% |
| YTD | +10.9% | +37.7% | -26.8% | +3.8% |
| 1Y | 0.0% | +44.1% | -44.0% | -7.4% |
| 3Y | +25.8% | +75.3% | -49.4% | +13.2% |
| All | +25.8% | +75.5% | -49.6% | +13.2% |
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 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