+258.5%
OKE vs PNC
+279.5%
-21.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | +1.2% | -0.6% | +1.8% | +1.6% |
| 30D | +4.5% | -4.4% | +8.9% | +7.7% |
| 3M | +9.6% | +5.2% | +4.4% | +5.4% |
| 6M | +15.4% | +20.6% | -5.3% | -0.1% |
| YTD | +36.5% | +19.8% | +16.7% | +17.8% |
| 1Y | +39.0% | +24.4% | +14.5% | +16.2% |
| 3Y | +74.3% | +131.2% | -56.9% | -11.7% |
| 5Y | +141.2% | +53.1% | +88.1% | +60.9% |
| All | +258.5% | +279.5% | -21.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling