+1,136.1%
OKE vs CVE
+70.3%
+1,065.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.1% |
| 7D | +3.0% | +4.6% | -1.6% | +0.7% |
| 30D | -3.8% | -12.0% | +8.2% | +2.4% |
| 3M | -2.8% | -3.8% | +1.0% | -1.5% |
| 6M | +2.8% | -2.7% | +5.6% | +3.1% |
| YTD | +26.9% | +73.6% | -46.7% | -6.1% |
| 1Y | +35.4% | +62.0% | -26.6% | +3.6% |
| 3Y | +60.1% | +72.7% | -12.6% | +14.0% |
| 5Y | +84.0% | +153.9% | -70.0% | +0.1% |
| 10Y | +238.7% | +147.6% | +91.0% | +39.6% |
| All | +1,136.1% | +70.3% | +1,065.8% | +447.9% |
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