+44.6%
OKE vs NDAQ
+28.8%
+15.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -3.5% |
| 7D | -5.2% | +3.9% | -9.2% | -5.0% |
| 30D | +1.1% | +19.0% | -17.9% | +2.1% |
| 3M | +2.2% | +17.6% | -15.4% | +3.1% |
| 6M | 0.0% | +21.0% | -21.0% | +1.4% |
| YTD | +26.5% | +14.1% | +12.4% | +26.9% |
| 1Y | +44.6% | +29.4% | +15.2% | +41.8% |
| All | +44.6% | +28.8% | +15.8% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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