+36.6%
OKE vs EOSE
-86.9%
+123.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.1% | +9.5% | -3.1% |
| 7D | -9.0% | -5.1% | -3.9% | -9.1% |
| 30D | -2.3% | -42.3% | +40.1% | -3.7% |
| 3M | 0.0% | -50.8% | +50.8% | -1.8% |
| 6M | -2.0% | -69.8% | +67.9% | -4.3% |
| YTD | +23.2% | -83.6% | +106.8% | +21.5% |
| 1Y | +36.6% | -87.3% | +124.0% | +35.2% |
| All | +36.6% | -86.9% | +123.6% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 1y: compounded portfolio wealth divided by compounded EOSE 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…
1y analysis · Full analysis span regression · 6 months rolling