+47.6%
PANW vs OKE
+40.8%
+6.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.7% | -6.9% | -9.7% |
| 7D | -17.3% | -9.0% | -8.3% | -17.8% |
| 30D | -25.1% | -2.3% | -22.8% | -24.9% |
| 3M | -13.2% | 0.0% | -13.2% | -12.6% |
| 6M | +71.0% | -2.0% | +73.0% | +72.4% |
| YTD | +70.8% | +23.2% | +47.7% | +72.4% |
| 1Y | +47.6% | +36.6% | +11.0% | +42.8% |
| All | +47.6% | +40.8% | +6.9% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling