+31,203.5%
NVO vs OKE
+16,094.5%
+15,109.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.1% | -2.3% |
| 7D | -7.6% | +1.2% | -8.8% | -7.8% |
| 30D | -6.0% | +4.5% | -10.5% | -6.7% |
| 3M | -0.8% | +9.6% | -10.4% | -2.5% |
| 6M | +16.5% | +15.4% | +1.1% | +13.2% |
| YTD | -11.1% | +36.5% | -47.6% | -16.2% |
| 1Y | -16.7% | +39.0% | -55.7% | -21.8% |
| 3Y | -52.9% | +74.3% | -127.2% | -57.9% |
| 5Y | -3.0% | +141.2% | -144.2% | -18.9% |
| 10Y | +147.1% | +262.1% | -115.0% | +74.6% |
| All | +31,203.5% | +16,094.5% | +15,109.0% | +11,139.4% |
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