+31.3%
NFLX vs OKE
+138.0%
-106.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | -1.1% | +1.2% | -2.3% | -1.5% |
| 30D | +4.3% | +4.5% | -0.2% | +2.9% |
| 3M | -4.8% | +9.6% | -14.4% | -7.6% |
| 6M | -18.4% | +15.4% | -33.8% | -22.4% |
| YTD | -17.4% | +36.5% | -53.9% | -26.1% |
| 1Y | -35.7% | +39.0% | -74.7% | -43.0% |
| 3Y | +73.8% | +74.3% | -0.5% | +35.3% |
| All | +31.3% | +138.0% | -106.7% | -11.3% |
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