+258.5%
OKE vs WCN
+235.9%
+22.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.8% |
| 7D | +1.2% | -3.1% | +4.4% | +3.3% |
| 30D | +4.5% | -3.4% | +7.9% | +6.7% |
| 3M | +9.6% | +3.0% | +6.6% | +7.2% |
| 6M | +15.4% | -3.8% | +19.1% | +17.3% |
| YTD | +36.5% | -8.3% | +44.8% | +42.4% |
| 1Y | +39.0% | -9.7% | +48.7% | +46.0% |
| 3Y | +74.3% | +17.2% | +57.1% | +48.4% |
| 5Y | +141.2% | +25.3% | +115.9% | +90.6% |
| All | +258.5% | +235.9% | +22.6% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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