+332.6%
OKLO vs XLC
+37.1%
+295.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | +7.7% | -1.4% | +9.1% | +8.6% |
| 30D | -4.3% | -0.9% | -3.4% | -3.8% |
| 3M | -24.6% | -0.3% | -24.3% | -24.8% |
| 6M | -31.1% | -5.2% | -25.9% | -28.6% |
| YTD | -40.7% | -5.3% | -35.4% | -38.6% |
| 1Y | -42.4% | -2.8% | -39.6% | -41.0% |
| 3Y | +310.9% | +71.2% | +239.7% | +280.6% |
| 5Y | +332.6% | +37.6% | +295.0% | +301.2% |
| All | +332.6% | +37.1% | +295.5% | +301.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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