+7,187.9%
OKE vs RY
+11,185.2%
-3,997.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +5.4% | +0.6% | +4.8% | +5.0% |
| 30D | -1.3% | +5.0% | -6.4% | -4.3% |
| 3M | -2.0% | -5.3% | +3.3% | +0.7% |
| 6M | +3.4% | +13.8% | -10.4% | -4.9% |
| YTD | +28.2% | +21.0% | +7.2% | +12.9% |
| 1Y | +35.7% | +40.5% | -4.8% | +9.3% |
| 3Y | +61.0% | +159.7% | -98.6% | -10.7% |
| 5Y | +85.8% | +124.3% | -38.5% | +12.7% |
| 10Y | +242.1% | +351.6% | -109.5% | +53.4% |
| All | +7,187.9% | +11,185.2% | -3,997.3% | +1,366.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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