+40.0%
PATH vs OKE
+35.9%
+4.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.3% | -16.3% | -16.7% |
| 7D | -16.3% | +0.7% | -17.0% | -16.3% |
| 30D | +9.9% | +9.4% | +0.5% | +10.4% |
| 3M | +30.2% | +8.6% | +21.6% | +30.5% |
| 6M | +37.2% | +15.3% | +21.9% | +36.4% |
| YTD | -7.3% | +34.8% | -42.1% | -7.0% |
| 1Y | +40.0% | +35.3% | +4.7% | +33.4% |
| All | +40.0% | +35.9% | +4.1% | +33.4% |
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