+258.5%
OKE vs WING
+407.7%
-149.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.0% | 0.0% |
| 7D | +1.2% | +7.2% | -6.0% | +0.1% |
| 30D | +4.5% | +4.8% | -0.3% | +3.4% |
| 3M | +9.6% | -23.7% | +33.3% | +13.6% |
| 6M | +15.4% | -43.6% | +58.9% | +24.7% |
| YTD | +36.5% | -50.6% | +87.0% | +49.3% |
| 1Y | +39.0% | -57.0% | +96.0% | +55.0% |
| 3Y | +74.3% | -28.3% | +102.6% | +61.2% |
| 5Y | +141.2% | -32.4% | +173.6% | +116.6% |
| All | +258.5% | +407.7% | -149.2% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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