+64.4%
LIN vs OKE
+73.1%
-8.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +0.1% | -7.1% | +7.2% | +1.9% |
| 30D | +7.6% | -3.2% | +10.8% | +8.3% |
| 3M | +6.5% | +0.6% | +5.9% | +6.0% |
| 6M | +6.2% | +3.3% | +2.9% | +4.5% |
| YTD | +23.2% | +22.8% | +0.4% | +14.6% |
| 1Y | +25.4% | +32.5% | -7.1% | +13.8% |
| 3Y | +38.3% | +56.2% | -18.0% | +14.4% |
| 5Y | +64.4% | +73.6% | -9.2% | +28.8% |
| All | +64.4% | +73.1% | -8.7% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling