+332.6%
OKLO vs CHD
+19.3%
+313.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -2.2% |
| 7D | +7.7% | -4.2% | +11.9% | +6.1% |
| 30D | -4.3% | -7.6% | +3.3% | -6.9% |
| 3M | -24.6% | -1.6% | -23.0% | -24.6% |
| 6M | -31.1% | -6.3% | -24.8% | -32.4% |
| YTD | -40.7% | +14.6% | -55.3% | -37.1% |
| 1Y | -42.4% | +1.6% | -44.0% | -40.6% |
| 3Y | +310.9% | +3.1% | +307.8% | +319.7% |
| 5Y | +332.6% | +21.1% | +311.5% | +327.0% |
| All | +332.6% | +19.3% | +313.3% | +327.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 5y: compounded portfolio wealth divided by compounded CHD 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…
5y analysis · Full analysis span regression · 6 months rolling