+36.6%
OKE vs BBY
+31.8%
+4.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.7% | -2.8% |
| 7D | -9.0% | -1.0% | -8.0% | -8.9% |
| 30D | -2.3% | +17.1% | -19.4% | -0.9% |
| 3M | 0.0% | +18.9% | -18.9% | +1.7% |
| 6M | -2.0% | +77.7% | -79.7% | +3.7% |
| YTD | +23.2% | +54.4% | -31.2% | +29.8% |
| 1Y | +36.6% | +29.4% | +7.2% | +43.9% |
| All | +36.6% | +31.8% | +4.9% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling