+15,835.0%
OKE vs GEN
+8,579.3%
+7,255.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | -0.2% | -2.9% | +2.7% | +0.1% |
| 30D | +6.1% | +2.1% | +4.0% | +5.7% |
| 3M | +10.4% | +19.7% | -9.3% | +7.8% |
| 6M | +14.2% | +33.3% | -19.1% | +9.6% |
| YTD | +35.3% | +11.1% | +24.2% | +32.6% |
| 1Y | +40.6% | +3.0% | +37.6% | +39.0% |
| 3Y | +72.2% | +57.9% | +14.3% | +60.9% |
| 5Y | +139.6% | +20.6% | +119.0% | +129.4% |
| 10Y | +259.1% | +153.2% | +105.9% | +210.4% |
| All | +15,835.0% | +8,579.3% | +7,255.7% | +8,847.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling