+44.6%
OKE vs OPEN
-72.7%
+117.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +13.8% | -17.4% | -2.8% |
| 7D | -5.2% | +3.7% | -8.9% | -4.9% |
| 30D | +1.1% | -14.3% | +15.4% | +0.7% |
| 3M | +2.2% | -51.9% | +54.2% | -0.7% |
| 6M | 0.0% | -61.4% | +61.4% | -3.0% |
| YTD | +26.5% | -66.0% | +92.6% | +22.6% |
| 1Y | +44.6% | -71.4% | +116.0% | +40.2% |
| All | +44.6% | -72.7% | +117.3% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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