+74.3%
OKE vs TRI
-18.9%
+93.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | +1.2% | -7.9% | +9.1% | +1.8% |
| 30D | +4.5% | -4.5% | +9.0% | +4.7% |
| 3M | +9.6% | +22.1% | -12.5% | +7.1% |
| 6M | +15.4% | -2.8% | +18.1% | +14.9% |
| YTD | +36.5% | -23.4% | +59.9% | +44.2% |
| 1Y | +39.0% | -41.5% | +80.5% | +57.4% |
| 3Y | +74.3% | -19.2% | +93.5% | +78.1% |
| All | +74.3% | -18.9% | +93.2% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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