+258.5%
OKE vs BUD
-22.3%
+280.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +1.2% | -2.6% | +3.9% | +2.7% |
| 30D | +4.5% | -1.2% | +5.7% | +5.0% |
| 3M | +9.6% | -4.9% | +14.5% | +12.1% |
| 6M | +15.4% | +9.3% | +6.1% | +8.0% |
| YTD | +36.5% | +24.0% | +12.5% | +18.3% |
| 1Y | +39.0% | +34.5% | +4.4% | +14.4% |
| 3Y | +74.3% | +43.7% | +30.6% | +30.8% |
| 5Y | +141.2% | +46.0% | +95.2% | +70.4% |
| All | +258.5% | -22.3% | +280.8% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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