+6,251.8%
OKE vs TD
+7,781.3%
-1,529.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | 0.0% | -2.6% | +2.5% | +1.4% |
| 30D | +4.6% | -1.0% | +5.6% | +5.0% |
| 3M | +6.9% | +5.6% | +1.3% | +3.2% |
| 6M | +15.8% | +27.1% | -11.3% | +0.3% |
| YTD | +35.2% | +29.4% | +5.8% | +15.8% |
| 1Y | +37.6% | +60.7% | -23.1% | +4.3% |
| 3Y | +72.0% | +127.6% | -55.6% | +6.0% |
| 5Y | +139.0% | +125.4% | +13.6% | +48.4% |
| 10Y | +258.7% | +300.4% | -41.7% | +79.6% |
| All | +6,251.8% | +7,781.3% | -1,529.5% | +1,387.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling