+305.3%
OKLO vs XEL
+27.8%
+277.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.0% | -5.3% | -6.3% |
| 7D | +0.1% | -1.2% | +1.3% | +0.1% |
| 30D | -15.2% | -2.9% | -12.3% | -15.1% |
| 3M | -26.2% | -2.7% | -23.5% | -26.2% |
| 6M | -35.0% | -6.5% | -28.5% | -35.1% |
| YTD | -44.4% | +3.6% | -48.1% | -44.4% |
| 1Y | -45.9% | +7.5% | -53.4% | -46.0% |
| 3Y | +284.9% | +46.3% | +238.6% | +283.3% |
| 5Y | +305.3% | +30.5% | +274.7% | +302.2% |
| All | +305.3% | +27.8% | +277.5% | +302.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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