+34.4%
NVDA vs OKE
+35.9%
-1.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.8% |
| 7D | +5.9% | +0.7% | +5.2% | +6.1% |
| 30D | +5.1% | +9.4% | -4.3% | +7.4% |
| 3M | +5.4% | +8.6% | -3.2% | +7.8% |
| 6M | +26.0% | +15.3% | +10.7% | +29.4% |
| YTD | +23.7% | +34.8% | -11.1% | +29.6% |
| 1Y | +34.4% | +35.3% | -0.9% | +47.7% |
| All | +34.4% | +35.9% | -1.5% | +47.7% |
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