+1,191.3%
OKE vs UUUU
-92.5%
+1,283.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.5% |
| 7D | 0.0% | -5.0% | +5.0% | +0.4% |
| 30D | +4.6% | -7.8% | +12.4% | +5.2% |
| 3M | +6.9% | -0.4% | +7.4% | +6.2% |
| 6M | +15.8% | -32.9% | +48.6% | +18.1% |
| YTD | +35.2% | -6.3% | +41.4% | +32.0% |
| 1Y | +37.6% | +7.9% | +29.7% | +30.4% |
| 3Y | +72.0% | +85.2% | -13.2% | +48.7% |
| 5Y | +139.0% | +97.0% | +42.0% | +98.9% |
| 10Y | +258.7% | +492.6% | -233.9% | +148.8% |
| All | +1,191.3% | -92.5% | +1,283.7% | +789.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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