+334.0%
OKLO vs CPB
-42.0%
+375.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.2% | +5.5% |
| 7D | +12.4% | -8.2% | +20.6% | +9.3% |
| 30D | -10.6% | -5.6% | -5.0% | -12.3% |
| 3M | -26.5% | +3.0% | -29.5% | -25.2% |
| 6M | -25.6% | -12.7% | -12.9% | -28.7% |
| YTD | -39.6% | -18.0% | -21.7% | -42.7% |
| 1Y | -38.8% | -31.7% | -7.0% | -44.6% |
| 3Y | +318.1% | -41.0% | +359.0% | +266.8% |
| 5Y | +339.7% | -38.4% | +378.1% | +287.6% |
| All | +334.0% | -42.0% | +375.9% | +279.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling