+4,000.7%
OKE vs HDB
+3,626.5%
+374.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.2% |
| 7D | -0.2% | -4.9% | +4.7% | +1.2% |
| 30D | +6.1% | -5.8% | +11.9% | +7.8% |
| 3M | +10.4% | -5.2% | +15.6% | +11.4% |
| 6M | +14.2% | -25.7% | +39.9% | +22.5% |
| YTD | +35.3% | -39.6% | +74.9% | +53.8% |
| 1Y | +40.6% | -36.9% | +77.5% | +57.6% |
| 3Y | +72.2% | -29.7% | +101.9% | +83.6% |
| 5Y | +139.6% | -37.8% | +177.4% | +160.6% |
| 10Y | +259.1% | +33.7% | +225.4% | +209.2% |
| All | +4,000.7% | +3,626.5% | +374.2% | +1,760.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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