-37.8%
NFLX vs OKE
+35.9%
-73.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.4% |
| 7D | -4.2% | +0.7% | -5.0% | -4.2% |
| 30D | +5.5% | +9.4% | -3.9% | +6.0% |
| 3M | -4.1% | +8.6% | -12.6% | -3.7% |
| 6M | -20.7% | +15.3% | -36.0% | -19.5% |
| YTD | -16.5% | +34.8% | -51.3% | -14.3% |
| 1Y | -37.8% | +35.3% | -73.0% | -37.4% |
| All | -37.8% | +35.9% | -73.6% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling