+5,011.5%
OKE vs LII
+3,080.2%
+1,931.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.5% | +2.6% |
| 7D | +1.9% | +2.1% | -0.2% | +1.3% |
| 30D | +12.8% | -12.4% | +25.2% | +17.0% |
| 3M | +11.9% | -24.8% | +36.7% | +19.4% |
| 6M | +14.9% | -25.2% | +40.0% | +21.5% |
| YTD | +37.7% | -20.3% | +58.0% | +42.2% |
| 1Y | +44.1% | -32.9% | +77.0% | +56.1% |
| 3Y | +75.3% | +2.0% | +73.2% | +63.1% |
| 5Y | +144.0% | +24.4% | +119.6% | +109.0% |
| 10Y | +249.7% | +167.2% | +82.5% | +142.0% |
| All | +5,011.5% | +3,080.2% | +1,931.3% | +1,822.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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