+137.0%
OKE vs OPEN
-85.2%
+222.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.2% | -11.4% | +12.7% | +1.6% |
| 30D | +4.5% | -20.1% | +24.5% | +5.1% |
| 3M | +9.6% | -37.6% | +47.2% | +10.9% |
| 6M | +15.4% | -47.1% | +62.4% | +17.1% |
| YTD | +36.5% | -52.1% | +88.6% | +38.6% |
| 1Y | +39.0% | -73.5% | +112.4% | +43.2% |
| 3Y | +74.3% | -24.4% | +98.7% | +61.6% |
| All | +137.0% | -85.2% | +222.3% | +127.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling