+153.0%
OKE vs PL
+70.3%
+82.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.1% |
| 7D | 0.0% | -9.0% | +9.0% | +0.6% |
| 30D | +4.6% | -29.6% | +34.2% | +6.9% |
| 3M | +6.9% | -45.7% | +52.6% | +10.8% |
| 6M | +15.8% | -34.3% | +50.0% | +16.3% |
| YTD | +35.2% | -15.4% | +50.6% | +32.5% |
| 1Y | +37.6% | +86.1% | -48.5% | +24.9% |
| 3Y | +72.0% | +509.1% | -437.1% | +29.8% |
| 5Y | +139.0% | +68.3% | +70.6% | +97.0% |
| All | +153.0% | +70.3% | +82.7% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling