+137.0%
OKE vs GEN
+22.3%
+114.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.7% |
| 7D | +1.2% | -1.3% | +2.5% | +1.5% |
| 30D | +4.5% | +6.1% | -1.6% | +3.1% |
| 3M | +9.6% | +27.0% | -17.3% | +3.7% |
| 6M | +15.4% | +43.9% | -28.5% | +5.2% |
| YTD | +36.5% | +13.0% | +23.5% | +32.3% |
| 1Y | +39.0% | +4.0% | +34.9% | +37.7% |
| 3Y | +74.3% | +66.2% | +8.1% | +51.4% |
| All | +137.0% | +22.3% | +114.8% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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