+339.7%
OKLO vs XLB
+35.6%
+304.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.6% |
| 7D | +12.4% | -0.2% | +12.7% | +12.6% |
| 30D | -10.6% | -1.7% | -8.8% | -9.5% |
| 3M | -26.5% | +4.4% | -30.9% | -28.7% |
| 6M | -25.6% | +5.0% | -30.7% | -27.2% |
| YTD | -39.6% | +15.5% | -55.1% | -43.8% |
| 1Y | -38.8% | +14.9% | -53.7% | -42.9% |
| 3Y | +318.1% | +34.5% | +283.5% | +279.0% |
| 5Y | +339.7% | +36.5% | +303.2% | +300.2% |
| All | +339.7% | +35.6% | +304.1% | +300.2% |
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