+137.0%
OKE vs DINO
+326.7%
-189.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.2% | +2.3% | -1.1% | +0.5% |
| 30D | +4.5% | +22.6% | -18.2% | -2.8% |
| 3M | +9.6% | +55.2% | -45.6% | -6.5% |
| 6M | +15.4% | +93.8% | -78.4% | -9.4% |
| YTD | +36.5% | +139.5% | -103.0% | -1.5% |
| 1Y | +39.0% | +115.3% | -76.3% | +3.8% |
| 3Y | +74.3% | +98.8% | -24.5% | +28.7% |
| All | +137.0% | +326.7% | -189.6% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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