+258.5%
OKE vs TD
+306.3%
-47.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.3% |
| 7D | +1.2% | -0.5% | +1.8% | +1.7% |
| 30D | +4.5% | -1.9% | +6.4% | +6.1% |
| 3M | +9.6% | +4.8% | +4.9% | +3.9% |
| 6M | +15.4% | +28.0% | -12.6% | -10.5% |
| YTD | +36.5% | +30.3% | +6.2% | +3.6% |
| 1Y | +39.0% | +59.8% | -20.8% | -13.9% |
| 3Y | +74.3% | +124.7% | -50.4% | -26.2% |
| 5Y | +141.2% | +127.0% | +14.2% | -2.9% |
| All | +258.5% | +306.3% | -47.8% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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