+334.0%
OKLO vs XEL
+33.6%
+300.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.9% |
| 7D | +12.4% | +1.3% | +11.1% | +12.4% |
| 30D | -10.6% | -1.5% | -9.0% | -10.5% |
| 3M | -26.5% | -0.2% | -26.3% | -26.5% |
| 6M | -25.6% | -5.4% | -20.2% | -25.7% |
| YTD | -39.6% | +5.6% | -45.3% | -39.6% |
| 1Y | -38.8% | +10.5% | -49.2% | -38.9% |
| 3Y | +318.1% | +49.2% | +268.9% | +316.1% |
| 5Y | +339.7% | +30.1% | +309.6% | +337.9% |
| All | +334.0% | +33.6% | +300.4% | +330.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling