+20.6%
NXPI vs OKE
+138.0%
-117.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.5% |
| 3M | -21.5% | +9.6% | -31.1% | -25.0% |
| 6M | +19.4% | +15.4% | +4.0% | +10.1% |
| YTD | +9.9% | +36.5% | -26.5% | -7.5% |
| 1Y | +7.9% | +39.0% | -31.1% | -10.2% |
| 3Y | +22.7% | +74.3% | -51.6% | -12.3% |
| All | +20.6% | +138.0% | -117.5% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling