+26,501.0%
ORCL vs OKE
+15,110.7%
+11,390.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | +8.0% | +5.4% | +2.6% | +6.5% |
| 30D | -4.0% | -1.3% | -2.7% | -3.7% |
| 3M | -19.5% | -2.0% | -17.4% | -19.2% |
| 6M | -33.5% | +3.4% | -36.9% | -34.7% |
| YTD | -34.8% | +28.2% | -63.0% | -40.2% |
| 1Y | -41.6% | +35.7% | -77.3% | -47.3% |
| 3Y | +13.8% | +61.0% | -47.2% | -2.3% |
| 5Y | +43.4% | +85.8% | -42.4% | +16.7% |
| 10Y | +268.8% | +242.1% | +26.8% | +120.8% |
| All | +26,501.0% | +15,110.7% | +11,390.3% | +5,088.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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