+258.5%
OKE vs IBB
+125.5%
+133.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +1.2% | -4.2% | +5.5% | +3.6% |
| 30D | +4.5% | +1.1% | +3.4% | +3.4% |
| 3M | +9.6% | +19.0% | -9.4% | -1.3% |
| 6M | +15.4% | +18.9% | -3.5% | +2.9% |
| YTD | +36.5% | +20.3% | +16.1% | +20.2% |
| 1Y | +39.0% | +41.5% | -2.5% | +10.6% |
| 3Y | +74.3% | +60.3% | +14.0% | +25.3% |
| 5Y | +141.2% | +18.7% | +122.5% | +108.4% |
| All | +258.5% | +125.5% | +133.0% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling