+0.4%
OKE vs PLTU
+140.2%
-139.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -0.2% | -0.8% | +0.6% | -0.2% |
| 30D | +6.1% | -8.8% | +14.9% | +6.2% |
| 3M | +10.4% | +41.7% | -31.2% | +8.8% |
| 6M | +14.2% | -9.3% | +23.4% | +13.8% |
| YTD | +35.3% | -35.2% | +70.6% | +36.2% |
| 1Y | +40.6% | -29.5% | +70.1% | +38.9% |
| All | +0.4% | +140.2% | -139.8% | -14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling