+75.3%
OKE vs WM
+44.2%
+31.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.4% |
| 7D | +1.9% | -0.9% | +2.8% | +2.3% |
| 30D | +12.8% | -4.3% | +17.2% | +14.8% |
| 3M | +11.9% | +0.8% | +11.2% | +11.5% |
| 6M | +14.9% | -10.8% | +25.6% | +19.7% |
| YTD | +37.7% | -0.1% | +37.8% | +37.4% |
| 1Y | +44.1% | +1.0% | +43.0% | +43.0% |
| 3Y | +75.3% | +45.1% | +30.2% | +56.5% |
| All | +75.3% | +44.2% | +31.1% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 3y: compounded portfolio wealth divided by compounded WM 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…
3y analysis · Full analysis span regression · 6 months rolling