+255.2%
OKE vs URI
+1,233.8%
-978.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +1.6% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | +4.6% | -13.4% | +18.0% | +11.2% |
| 3M | +6.9% | -6.2% | +13.2% | +8.7% |
| 6M | +15.8% | +28.0% | -12.2% | -0.6% |
| YTD | +35.2% | +23.0% | +12.2% | +16.4% |
| 1Y | +37.6% | +5.5% | +32.0% | +26.6% |
| 3Y | +72.0% | +119.2% | -47.2% | +2.1% |
| 5Y | +139.0% | +201.0% | -62.1% | +11.8% |
| All | +255.2% | +1,233.8% | -978.6% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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