+137.0%
OKE vs EAT
+313.1%
-176.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.1% |
| 7D | +1.2% | -7.7% | +8.9% | +2.3% |
| 30D | +4.5% | -13.6% | +18.1% | +6.5% |
| 3M | +9.6% | +33.9% | -24.3% | +4.7% |
| 6M | +15.4% | +47.2% | -31.8% | +7.6% |
| YTD | +36.5% | +48.1% | -11.6% | +26.6% |
| 1Y | +39.0% | +33.7% | +5.3% | +30.7% |
| 3Y | +74.3% | +595.8% | -521.5% | +17.2% |
| All | +137.0% | +313.1% | -176.0% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling