+128.4%
OGE vs SPY
+312.5%
-184.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | +1.6% | -1.4% | +3.0% | +2.4% |
| 3M | -0.2% | +3.7% | -3.9% | -2.5% |
| 6M | -0.4% | +13.0% | -13.4% | -7.9% |
| YTD | +12.9% | +12.4% | +0.5% | +4.5% |
| 1Y | +11.1% | +18.5% | -7.4% | -0.7% |
| 3Y | +53.6% | +77.6% | -24.0% | +3.1% |
| 5Y | +63.6% | +81.7% | -18.1% | +6.2% |
| 10Y | +128.4% | +319.7% | -191.2% | -25.0% |
| All | +128.4% | +312.5% | -184.1% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling