+35.3%
OKE vs TXT
-1.0%
+36.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | +0.7% | -4.8% | +5.5% | +0.7% |
| 30D | +9.4% | -10.6% | +20.0% | +9.3% |
| 3M | +8.6% | -13.2% | +21.7% | +8.4% |
| 6M | +15.3% | -20.3% | +35.6% | +17.1% |
| YTD | +34.8% | -9.3% | +44.0% | +33.6% |
| 1Y | +35.3% | -2.7% | +38.0% | +34.8% |
| All | +35.3% | -1.0% | +36.3% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 1y: compounded portfolio wealth divided by compounded TXT 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…
1y analysis · Full analysis span regression · 6 months rolling