+72.9%
OKE vs PLUG
-72.9%
+145.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.2% | -1.7% |
| 7D | -0.2% | +3.8% | -4.0% | -0.3% |
| 30D | +6.1% | +2.8% | +3.2% | +6.0% |
| 3M | +10.4% | -25.4% | +35.9% | +11.1% |
| 6M | +14.2% | -0.5% | +14.6% | +13.6% |
| YTD | +35.3% | +10.2% | +25.2% | +33.9% |
| 1Y | +40.6% | +53.9% | -13.3% | +37.0% |
| All | +72.9% | -72.9% | +145.8% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 3y: compounded portfolio wealth divided by compounded PLUG 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…
3y analysis · Full analysis span regression · 6 months rolling