+74.3%
OKE vs WPM
+267.3%
-193.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.1% | +0.9% |
| 7D | +1.2% | -0.6% | +1.8% | +1.2% |
| 30D | +4.5% | +14.4% | -9.9% | +4.4% |
| 3M | +9.6% | +37.0% | -27.4% | +9.3% |
| 6M | +15.4% | +4.1% | +11.2% | +16.7% |
| YTD | +36.5% | +31.7% | +4.7% | +34.4% |
| 1Y | +39.0% | +44.2% | -5.2% | +35.1% |
| 3Y | +74.3% | +265.5% | -191.2% | +41.7% |
| All | +74.3% | +267.3% | -193.0% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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