+5,516.4%
OKE vs WCC
+1,734.6%
+3,781.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.4% |
| 7D | -0.2% | +6.8% | -7.0% | -2.0% |
| 30D | +6.1% | -3.0% | +9.1% | +6.7% |
| 3M | +10.4% | +0.2% | +10.2% | +9.0% |
| 6M | +14.2% | +33.2% | -19.0% | +2.9% |
| YTD | +35.3% | +45.8% | -10.5% | +18.2% |
| 1Y | +40.6% | +68.4% | -27.8% | +17.1% |
| 3Y | +72.2% | +131.1% | -58.9% | +24.7% |
| 5Y | +139.6% | +225.6% | -86.0% | +50.9% |
| 10Y | +259.1% | +534.2% | -275.1% | +77.9% |
| All | +5,516.4% | +1,734.6% | +3,781.8% | +1,901.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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