-24.1%
NU vs OKE
+43.1%
-67.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.6% | +6.9% | +2.5% |
| 7D | +0.2% | -5.2% | +5.4% | -0.9% |
| 30D | -21.0% | +1.1% | -22.2% | -20.7% |
| 3M | -16.3% | +2.2% | -18.5% | -15.5% |
| 6M | -15.3% | 0.0% | -15.4% | -14.7% |
| YTD | -28.4% | +26.5% | -54.9% | -29.0% |
| 1Y | -24.1% | +44.6% | -68.7% | -28.1% |
| All | -24.1% | +43.1% | -67.3% | -28.1% |
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