+172.5%
OKLO vs CPB
-31.8%
+204.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -1.2% | +15.1% | +13.5% |
| 7D | +14.1% | +3.3% | +10.9% | +15.8% |
| 30D | -22.7% | +19.0% | -41.7% | -17.5% |
| 3M | -44.6% | +0.4% | -45.0% | -44.1% |
| 6M | -63.0% | +13.0% | -76.0% | -60.7% |
| YTD | -62.6% | -12.7% | -49.9% | -63.6% |
| 1Y | -76.2% | -20.9% | -55.3% | -77.4% |
| 3Y | +160.8% | -35.4% | +196.2% | +134.1% |
| 5Y | +172.5% | -32.3% | +204.8% | +142.8% |
| All | +172.5% | -31.8% | +204.3% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling