+0.8%
NOW vs OKE
+140.8%
-139.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.7% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +2.9% | +6.1% | -3.2% | +0.5% |
| 3M | +22.6% | +10.4% | +12.1% | +17.3% |
| 6M | +7.5% | +14.2% | -6.6% | +0.7% |
| YTD | -14.4% | +35.3% | -49.7% | -26.1% |
| 1Y | -29.8% | +40.6% | -70.4% | -40.6% |
| 3Y | +9.2% | +72.2% | -63.0% | -19.0% |
| 5Y | +0.8% | +139.6% | -138.8% | -34.0% |
| All | +0.8% | +140.8% | -139.9% | -34.0% |
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