+112.5%
NET vs OKE
+136.7%
-24.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -4.8% | +9.4% | -14.2% | -9.6% |
| 3M | +3.8% | +8.6% | -4.7% | -1.7% |
| 6M | +50.0% | +15.3% | +34.7% | +35.2% |
| YTD | +41.5% | +34.8% | +6.7% | +14.0% |
| 1Y | +32.8% | +35.3% | -2.4% | +6.0% |
| 3Y | +335.9% | +69.5% | +266.4% | +179.5% |
| All | +112.5% | +136.7% | -24.2% | +12.1% |
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 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