+72.7%
OKE vs PAAS
+240.2%
-167.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.1% | +0.1% |
| 7D | 0.0% | -3.7% | +3.7% | +0.1% |
| 30D | +4.6% | -1.9% | +6.5% | +4.6% |
| 3M | +6.9% | +15.1% | -8.1% | +5.9% |
| 6M | +15.8% | -17.1% | +32.9% | +17.1% |
| YTD | +35.2% | -1.3% | +36.5% | +33.5% |
| 1Y | +37.6% | +41.1% | -3.5% | +29.8% |
| All | +72.7% | +240.2% | -167.6% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling