+290.4%
OKE vs OPEN
-72.1%
+362.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -1.7% |
| 7D | -0.2% | -2.9% | +2.7% | -0.1% |
| 30D | +6.1% | -13.8% | +19.9% | +6.5% |
| 3M | +10.4% | -30.9% | +41.3% | +11.3% |
| 6M | +14.2% | -40.9% | +55.1% | +15.4% |
| YTD | +35.3% | -48.5% | +83.9% | +37.1% |
| 1Y | +40.6% | -50.9% | +91.5% | +40.7% |
| 3Y | +72.2% | -20.6% | +92.8% | +60.6% |
| 5Y | +139.6% | -84.2% | +223.8% | +124.8% |
| All | +290.4% | -72.1% | +362.5% | +226.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling