+15,968.0%
OKE vs HUBB
+152,391.5%
-136,423.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +4.5% | -10.0% | +14.4% | +4.6% |
| 3M | +9.6% | -1.6% | +11.2% | +9.6% |
| 6M | +15.4% | -3.1% | +18.5% | +15.4% |
| YTD | +36.5% | +4.6% | +31.9% | +36.3% |
| 1Y | +39.0% | +3.3% | +35.6% | +38.8% |
| 3Y | +74.3% | +46.6% | +27.7% | +73.1% |
| 5Y | +141.2% | +158.7% | -17.5% | +137.6% |
| 10Y | +262.1% | +443.5% | -181.4% | +254.5% |
| All | +15,968.0% | +152,391.5% | -136,423.5% | +15,646.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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