+74.3%
OKE vs BB
+64.9%
+9.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.9% |
| 7D | +1.2% | -0.4% | +1.6% | +1.3% |
| 30D | +4.5% | -12.5% | +17.0% | +5.0% |
| 3M | +9.6% | -17.4% | +27.0% | +9.7% |
| 6M | +15.4% | +119.1% | -103.8% | +9.2% |
| YTD | +36.5% | +102.4% | -65.9% | +29.8% |
| 1Y | +39.0% | +98.2% | -59.2% | +31.9% |
| 3Y | +74.3% | +46.9% | +27.4% | +59.8% |
| All | +74.3% | +64.9% | +9.4% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling