+10,545.1%
LIN vs OKE
+13,819.1%
-3,274.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -2.1% | +0.7% | -2.8% | -2.3% |
| 30D | -2.4% | +9.4% | -11.8% | -5.2% |
| 3M | -5.6% | +8.6% | -14.1% | -8.2% |
| 6M | -3.4% | +15.3% | -18.7% | -8.2% |
| YTD | +13.1% | +34.8% | -21.7% | +2.0% |
| 1Y | +2.5% | +35.3% | -32.8% | -7.9% |
| 3Y | +27.6% | +69.5% | -41.9% | +4.8% |
| 5Y | +63.0% | +135.2% | -72.1% | +19.0% |
| 10Y | +359.3% | +261.7% | +97.6% | +152.4% |
| All | +10,545.1% | +13,819.1% | -3,274.0% | +1,707.1% |
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