+326.6%
OKLO vs CMI
+166.1%
+160.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -0.9% |
| 7D | +7.7% | +0.7% | +7.0% | +7.2% |
| 30D | -4.3% | -12.3% | +8.0% | +4.8% |
| 3M | -24.6% | -16.8% | -7.8% | -14.7% |
| 6M | -31.1% | +1.5% | -32.6% | -30.0% |
| YTD | -40.7% | +9.8% | -50.5% | -41.8% |
| 1Y | -42.4% | +42.6% | -85.0% | -50.2% |
| 3Y | +310.9% | +151.0% | +159.9% | +224.1% |
| 5Y | +332.6% | +167.0% | +165.6% | +239.8% |
| All | +326.6% | +166.1% | +160.5% | +235.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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