+74.3%
OKE vs EAT
+578.9%
-504.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.0% |
| 7D | +1.2% | -7.7% | +8.9% | +1.9% |
| 30D | +4.5% | -13.6% | +18.1% | +5.7% |
| 3M | +9.6% | +33.9% | -24.3% | +6.3% |
| 6M | +15.4% | +47.2% | -31.8% | +10.1% |
| YTD | +36.5% | +48.1% | -11.6% | +29.6% |
| 1Y | +39.0% | +33.7% | +5.3% | +33.9% |
| 3Y | +74.3% | +595.8% | -521.5% | +37.0% |
| All | +74.3% | +578.9% | -504.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling