+1.2%
OKE vs PLTU
+133.3%
-132.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.9% |
| 7D | +1.2% | -8.1% | +9.4% | +1.4% |
| 30D | +4.5% | -7.0% | +11.5% | +4.5% |
| 3M | +9.6% | +40.0% | -30.4% | +8.0% |
| 6M | +15.4% | -6.0% | +21.4% | +14.8% |
| YTD | +36.5% | -37.1% | +73.5% | +37.5% |
| 1Y | +39.0% | -33.1% | +72.1% | +37.7% |
| All | +1.2% | +133.3% | -132.1% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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