+1,212.9%
OKE vs CVE
+89.9%
+1,123.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.3% |
| 7D | +0.7% | +2.5% | -1.8% | -0.6% |
| 30D | +9.4% | +16.7% | -7.3% | +1.0% |
| 3M | +8.6% | +9.3% | -0.7% | +3.0% |
| 6M | +15.3% | +43.6% | -28.3% | -5.1% |
| YTD | +34.8% | +93.6% | -58.8% | -5.3% |
| 1Y | +35.3% | +98.8% | -63.5% | -6.7% |
| 3Y | +69.5% | +73.6% | -4.1% | +20.7% |
| 5Y | +135.2% | +312.5% | -177.3% | -0.9% |
| 10Y | +261.7% | +161.0% | +100.7% | +45.4% |
| All | +1,212.9% | +89.9% | +1,123.0% | +453.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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