+15,968.0%
OKE vs WY
+655.2%
+15,312.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +1.2% | -4.2% | +5.4% | +2.8% |
| 30D | +4.5% | -10.1% | +14.6% | +8.5% |
| 3M | +9.6% | -8.5% | +18.1% | +12.7% |
| 6M | +15.4% | -3.3% | +18.7% | +15.5% |
| YTD | +36.5% | -4.4% | +40.9% | +36.8% |
| 1Y | +39.0% | -11.5% | +50.5% | +43.1% |
| 3Y | +74.3% | -24.3% | +98.6% | +87.5% |
| 5Y | +141.2% | -21.3% | +162.5% | +153.6% |
| 10Y | +262.1% | +7.0% | +255.1% | +240.5% |
| All | +15,968.0% | +655.2% | +15,312.7% | +8,980.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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