+258.5%
OKE vs PAAS
+230.4%
+28.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +1.0% |
| 7D | +1.2% | -1.9% | +3.2% | +1.5% |
| 30D | +4.5% | -3.6% | +8.0% | +4.7% |
| 3M | +9.6% | +8.6% | +1.0% | +7.4% |
| 6M | +15.4% | -16.7% | +32.1% | +16.7% |
| YTD | +36.5% | -1.9% | +38.4% | +33.1% |
| 1Y | +39.0% | +38.0% | +1.0% | +26.4% |
| 3Y | +74.3% | +234.9% | -160.6% | +28.9% |
| 5Y | +141.2% | +119.5% | +21.7% | +87.8% |
| All | +258.5% | +230.4% | +28.1% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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