+137.0%
OKE vs BUD
+44.8%
+92.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +1.2% | -2.6% | +3.9% | +1.9% |
| 30D | +4.5% | -1.2% | +5.7% | +4.7% |
| 3M | +9.6% | -4.9% | +14.5% | +10.7% |
| 6M | +15.4% | +9.3% | +6.1% | +12.3% |
| YTD | +36.5% | +24.0% | +12.5% | +28.0% |
| 1Y | +39.0% | +34.5% | +4.4% | +27.2% |
| 3Y | +74.3% | +43.7% | +30.6% | +52.2% |
| All | +137.0% | +44.8% | +92.3% | +104.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling