+137.0%
OKE vs FIVN
-82.2%
+219.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.4% | +0.8% |
| 7D | +1.2% | -7.8% | +9.1% | +2.0% |
| 30D | +4.5% | -1.7% | +6.2% | +4.5% |
| 3M | +9.6% | +47.2% | -37.6% | +4.6% |
| 6M | +15.4% | +82.7% | -67.3% | +6.5% |
| YTD | +36.5% | +52.9% | -16.5% | +28.0% |
| 1Y | +39.0% | +17.5% | +21.5% | +34.5% |
| 3Y | +74.3% | -55.8% | +130.1% | +83.2% |
| All | +137.0% | -82.2% | +219.2% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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