+258.5%
OKE vs ALB
+78.3%
+180.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.4% | +1.7% |
| 7D | +1.2% | -6.6% | +7.9% | +2.8% |
| 30D | +4.5% | -8.1% | +12.6% | +6.2% |
| 3M | +9.6% | -25.7% | +35.3% | +16.4% |
| 6M | +15.4% | -29.5% | +44.8% | +22.1% |
| YTD | +36.5% | -16.2% | +52.7% | +36.8% |
| 1Y | +39.0% | +59.2% | -20.3% | +16.2% |
| 3Y | +74.3% | -33.7% | +108.0% | +71.4% |
| 5Y | +141.2% | -48.1% | +189.3% | +140.4% |
| All | +258.5% | +78.3% | +180.2% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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