+72.7%
OKE vs OPEN
-27.1%
+99.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.6% | -0.1% |
| 7D | 0.0% | -10.5% | +10.5% | 0.0% |
| 30D | +4.6% | -21.8% | +26.4% | +4.7% |
| 3M | +6.9% | -37.5% | +44.4% | +7.2% |
| 6M | +15.8% | -44.1% | +59.9% | +16.1% |
| YTD | +35.2% | -52.0% | +87.2% | +35.7% |
| 1Y | +37.6% | -52.2% | +89.8% | +37.4% |
| All | +72.7% | -27.1% | +99.8% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling