+1,096.1%
OKE vs CVE
+62.6%
+1,033.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | -7.1% | -10.1% | +3.0% | -2.0% |
| 30D | -3.2% | -12.1% | +8.9% | +3.1% |
| 3M | +0.6% | -1.9% | +2.5% | +1.0% |
| 6M | +3.3% | -1.8% | +5.1% | +3.1% |
| YTD | +22.8% | +65.8% | -43.0% | -7.0% |
| 1Y | +32.5% | +60.8% | -28.4% | +1.7% |
| 3Y | +56.2% | +70.1% | -13.9% | +12.1% |
| 5Y | +73.6% | +134.8% | -61.1% | -1.6% |
| 10Y | +218.0% | +130.1% | +87.9% | +36.1% |
| All | +1,096.1% | +62.6% | +1,033.4% | +442.8% |
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