+11,636.9%
LIN vs OKE
+12,903.5%
-1,266.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +0.3% | -0.5% | +0.8% | +0.5% |
| 30D | +8.0% | -3.1% | +11.2% | +8.9% |
| 3M | +7.7% | -2.6% | +10.3% | +8.2% |
| 6M | +5.1% | +2.8% | +2.3% | +3.4% |
| YTD | +24.7% | +25.9% | -1.2% | +14.5% |
| 1Y | +25.1% | +34.0% | -8.9% | +12.6% |
| 3Y | +36.8% | +58.9% | -22.1% | +14.5% |
| 5Y | +67.9% | +81.8% | -13.9% | +32.4% |
| 10Y | +427.2% | +236.1% | +191.1% | +196.3% |
| All | +11,636.9% | +12,903.5% | -1,266.6% | +1,928.5% |
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