+44.6%
OKE vs URA
-32.2%
+76.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.6% | -3.7% |
| 7D | -5.2% | -10.5% | +5.3% | -6.2% |
| 30D | +1.1% | -18.6% | +19.8% | -0.6% |
| 3M | +2.2% | -23.0% | +25.3% | +0.2% |
| 6M | 0.0% | -40.3% | +40.3% | -2.4% |
| YTD | +26.5% | -23.5% | +50.0% | +25.4% |
| 1Y | +44.6% | -31.1% | +75.7% | +43.4% |
| All | +44.6% | -32.2% | +76.8% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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