+1,479.4%
NET vs OKE
+106.4%
+1,373.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.2% | -0.3% | +1.5% |
| 7D | -0.4% | +1.9% | -2.3% | -0.8% |
| 30D | -5.3% | +12.8% | -18.2% | -7.7% |
| 3M | +14.7% | +11.9% | +2.8% | +11.8% |
| 6M | +45.7% | +14.9% | +30.8% | +40.6% |
| YTD | +44.2% | +37.7% | +6.5% | +33.4% |
| 1Y | +30.5% | +44.1% | -13.6% | +19.2% |
| 3Y | +353.6% | +75.3% | +278.3% | +301.6% |
| 5Y | +121.8% | +144.0% | -22.2% | +90.6% |
| All | +1,479.4% | +106.4% | +1,373.0% | +1,619.7% |
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