+2,771.1%
NOW vs OKE
+474.9%
+2,296.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.9% |
| 7D | -2.4% | +0.7% | -3.1% | -2.5% |
| 30D | +20.5% | +9.4% | +11.1% | +18.0% |
| 3M | +18.3% | +8.6% | +9.8% | +15.8% |
| 6M | +24.1% | +15.3% | +8.8% | +19.3% |
| YTD | -7.8% | +34.8% | -42.6% | -14.8% |
| 1Y | -21.4% | +35.3% | -56.7% | -27.5% |
| 3Y | +19.5% | +69.5% | -49.9% | +4.2% |
| 5Y | +4.1% | +135.2% | -131.1% | -15.3% |
| 10Y | +826.4% | +261.7% | +564.7% | +552.2% |
| All | +2,771.1% | +474.9% | +2,296.3% | +1,766.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling