+8,943.8%
OKE vs PAAS
+1,235.6%
+7,708.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.1% |
| 7D | +0.7% | -2.9% | +3.6% | +1.0% |
| 30D | +9.4% | +6.8% | +2.6% | +8.3% |
| 3M | +8.6% | -2.9% | +11.5% | +8.2% |
| 6M | +15.3% | -16.4% | +31.7% | +16.2% |
| YTD | +34.8% | 0.0% | +34.8% | +32.1% |
| 1Y | +35.3% | +54.3% | -19.1% | +24.8% |
| 3Y | +69.5% | +230.7% | -161.2% | +38.5% |
| 5Y | +135.2% | +111.6% | +23.5% | +99.6% |
| 10Y | +261.7% | +211.7% | +50.0% | +178.8% |
| All | +8,943.8% | +1,235.6% | +7,708.2% | +6,177.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling