+17,614.8%
OKE vs ZBRA
+8,909.5%
+8,705.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.6% |
| 7D | +1.2% | -3.4% | +4.7% | +1.9% |
| 30D | +4.5% | -7.4% | +11.9% | +6.0% |
| 3M | +9.6% | +57.5% | -47.9% | -1.2% |
| 6M | +15.4% | +64.0% | -48.6% | +2.5% |
| YTD | +36.5% | +44.3% | -7.8% | +23.7% |
| 1Y | +39.0% | +10.9% | +28.1% | +32.4% |
| 3Y | +74.3% | +37.5% | +36.8% | +56.0% |
| 5Y | +141.2% | -39.7% | +180.9% | +148.0% |
| 10Y | +262.1% | +429.9% | -167.8% | +150.0% |
| All | +17,614.8% | +8,909.5% | +8,705.3% | +8,476.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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