+40.3%
OKE vs LYB
+50.3%
-9.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.7% | +1.1% | -2.5% |
| 7D | -5.2% | -6.2% | +1.0% | -3.8% |
| 30D | +1.1% | +6.3% | -5.2% | -0.3% |
| 3M | +2.2% | +4.1% | -1.9% | +1.1% |
| 6M | 0.0% | -15.5% | +15.5% | +2.6% |
| YTD | +26.5% | +50.2% | -23.7% | +21.1% |
| All | +40.3% | +50.3% | -9.9% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 1y: compounded portfolio wealth divided by compounded LYB 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…
1y analysis · Full analysis span regression · 6 months rolling