+41.5%
NU vs OKE
+101.9%
-60.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.0% |
| 7D | -4.9% | +1.2% | -6.1% | -5.4% |
| 30D | +7.8% | +4.5% | +3.3% | +5.9% |
| 3M | +20.9% | +9.6% | +11.3% | +15.6% |
| 6M | +0.9% | +15.4% | -14.5% | -7.1% |
| YTD | -12.7% | +36.5% | -49.1% | -27.0% |
| 1Y | -6.4% | +39.0% | -45.4% | -22.8% |
| 3Y | +98.1% | +74.3% | +23.8% | +35.2% |
| All | +41.5% | +101.9% | -60.3% | -19.8% |
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