+74.3%
OKE vs PODD
-24.5%
+98.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +3.0% | +1.2% |
| 7D | +1.2% | -10.5% | +11.8% | +2.5% |
| 30D | +4.5% | -9.0% | +13.5% | +5.5% |
| 3M | +9.6% | -11.5% | +21.2% | +10.5% |
| 6M | +15.4% | -44.7% | +60.1% | +22.5% |
| YTD | +36.5% | -53.6% | +90.0% | +47.9% |
| 1Y | +39.0% | -61.0% | +99.9% | +53.9% |
| 3Y | +74.3% | -24.7% | +99.0% | +77.3% |
| All | +74.3% | -24.5% | +98.8% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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