+85.0%
OKE vs PAAS
+48.6%
+36.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +5.4% | -8.9% | +14.3% | +6.2% |
| 30D | -1.3% | -11.4% | +10.1% | -0.4% |
| 3M | -2.0% | -20.4% | +18.4% | -0.4% |
| 6M | +3.4% | -40.7% | +44.1% | +8.3% |
| YTD | +28.2% | -26.9% | +55.1% | +28.9% |
| 1Y | +35.7% | -3.1% | +38.7% | +30.2% |
| 3Y | +61.0% | +199.3% | -138.2% | +20.3% |
| All | +85.0% | +48.6% | +36.4% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling