+1,067.1%
OKE vs PODD
+711.3%
+355.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.1% |
| 7D | -0.2% | -6.9% | +6.7% | +1.2% |
| 30D | +6.1% | -3.5% | +9.5% | +6.7% |
| 3M | +10.4% | -13.6% | +24.0% | +12.6% |
| 6M | +14.2% | -42.6% | +56.8% | +25.4% |
| YTD | +35.3% | -51.5% | +86.8% | +53.4% |
| 1Y | +40.6% | -60.9% | +101.5% | +65.8% |
| 3Y | +72.2% | -19.8% | +92.0% | +70.6% |
| 5Y | +139.6% | -54.4% | +194.0% | +158.5% |
| 10Y | +259.1% | +236.1% | +23.0% | +148.7% |
| All | +1,067.1% | +711.3% | +355.8% | +425.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling