+0.2%
OKE vs PLTD
-77.2%
+77.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -0.2% | -0.9% | +0.7% | -0.2% |
| 30D | +6.1% | +1.3% | +4.7% | +6.2% |
| 3M | +10.4% | -32.9% | +43.3% | +8.8% |
| 6M | +14.2% | -24.9% | +39.0% | +13.9% |
| YTD | +35.3% | -18.2% | +53.6% | +36.3% |
| 1Y | +40.6% | -28.7% | +69.3% | +39.3% |
| All | +0.2% | -77.2% | +77.4% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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