+3,080.5%
OKE vs IBB
+546.5%
+2,534.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.2% | +4.3% | +3.3% |
| 7D | +1.9% | -1.7% | +3.6% | +2.7% |
| 30D | +12.8% | +4.9% | +8.0% | +9.7% |
| 3M | +11.9% | +24.2% | -12.3% | -0.7% |
| 6M | +14.9% | +23.8% | -9.0% | +1.1% |
| YTD | +37.7% | +23.0% | +14.8% | +21.3% |
| 1Y | +44.1% | +46.2% | -2.1% | +15.4% |
| 3Y | +75.3% | +64.8% | +10.4% | +29.5% |
| 5Y | +144.0% | +20.9% | +123.1% | +109.6% |
| 10Y | +249.7% | +121.6% | +128.2% | +118.9% |
| All | +3,080.5% | +546.5% | +2,534.0% | +757.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling