+5,228.3%
OKE vs BB
+251.4%
+4,976.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.2% |
| 7D | 0.0% | -2.1% | +2.0% | +0.2% |
| 30D | +4.6% | -16.0% | +20.6% | +6.4% |
| 3M | +6.9% | -14.5% | +21.5% | +7.7% |
| 6M | +15.8% | +118.6% | -102.8% | +4.5% |
| YTD | +35.2% | +98.9% | -63.8% | +23.1% |
| 1Y | +37.6% | +99.5% | -61.9% | +24.7% |
| 3Y | +72.0% | +65.4% | +6.7% | +53.6% |
| 5Y | +139.0% | -27.6% | +166.6% | +127.7% |
| 10Y | +258.7% | -0.4% | +259.1% | +199.5% |
| All | +5,228.3% | +251.4% | +4,976.9% | +3,872.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling