+258.5%
OKE vs NDAQ
+368.2%
-109.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | +1.2% | -5.6% | +6.8% | +4.0% |
| 30D | +4.5% | -4.4% | +8.8% | +6.6% |
| 3M | +9.6% | +5.9% | +3.7% | +5.6% |
| 6M | +15.4% | +7.7% | +7.6% | +9.3% |
| YTD | +36.5% | -5.2% | +41.6% | +36.8% |
| 1Y | +39.0% | -3.4% | +42.3% | +37.4% |
| 3Y | +74.3% | +85.6% | -11.3% | +18.4% |
| 5Y | +141.2% | +49.5% | +91.7% | +80.9% |
| All | +258.5% | +368.2% | -109.7% | +57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling