+223.9%
NXPI vs OKE
+266.1%
-42.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.5% | +4.1% |
| 7D | +3.9% | +1.2% | +2.6% | +3.3% |
| 30D | +1.4% | +4.5% | -3.1% | -0.4% |
| 3M | -21.5% | +9.6% | -31.1% | -24.9% |
| 6M | +19.4% | +15.4% | +4.0% | +10.9% |
| YTD | +9.9% | +36.5% | -26.5% | -5.3% |
| 1Y | +7.9% | +39.0% | -31.1% | -7.9% |
| 3Y | +22.7% | +74.3% | -51.6% | -5.8% |
| 5Y | +22.1% | +141.2% | -119.1% | -18.4% |
| All | +223.9% | +266.1% | -42.2% | +71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling