+15,818.3%
OKE vs LNT
+3,121.3%
+12,697.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.4% |
| 7D | 0.0% | -1.1% | +1.1% | +0.6% |
| 30D | +4.6% | -1.9% | +6.5% | +5.8% |
| 3M | +6.9% | -7.2% | +14.1% | +11.5% |
| 6M | +15.8% | -3.9% | +19.7% | +18.0% |
| YTD | +35.2% | +5.9% | +29.3% | +30.2% |
| 1Y | +37.6% | +8.4% | +29.2% | +30.4% |
| 3Y | +72.0% | +46.6% | +25.4% | +35.4% |
| 5Y | +139.0% | +32.4% | +106.5% | +96.0% |
| 10Y | +258.7% | +147.9% | +110.8% | +102.2% |
| All | +15,818.3% | +3,121.3% | +12,697.0% | +3,224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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