+154.7%
OKLO vs XLB
+30.8%
+123.9%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.4% | -6.4% |
| 7D | +6.8% | +0.5% | +6.3% | +6.7% |
| 30D | -27.7% | +6.9% | -34.6% | -31.0% |
| 3M | -43.6% | -0.2% | -43.4% | -43.5% |
| 6M | -65.4% | +3.3% | -68.7% | -66.0% |
| YTD | -65.0% | +18.0% | -83.1% | -68.0% |
| 1Y | -77.5% | +24.2% | -101.7% | -80.0% |
| 3Y | +143.6% | +44.7% | +98.9% | +116.8% |
| 5Y | +154.7% | +31.6% | +123.1% | +129.2% |
| All | +154.7% | +30.8% | +123.9% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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