-38.7%
NOW vs OKE
+43.1%
-81.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | -1.0% |
| 7D | -27.5% | -5.2% | -22.3% | -28.2% |
| 30D | -20.0% | +1.1% | -21.2% | -20.0% |
| 3M | -7.9% | +2.2% | -10.1% | -7.8% |
| 6M | +18.3% | 0.0% | +18.3% | +18.5% |
| YTD | -29.0% | +26.5% | -55.5% | -27.8% |
| 1Y | -38.7% | +44.6% | -83.3% | -38.2% |
| All | -38.7% | +43.1% | -81.8% | -38.2% |
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