-79.7%
PATH vs OKE
+163.9%
-243.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +2.2% | -9.9% | -8.7% |
| 7D | -22.8% | +1.9% | -24.7% | -23.4% |
| 30D | -6.9% | +12.8% | -19.7% | -11.8% |
| 3M | +25.4% | +11.9% | +13.5% | +18.3% |
| 6M | +18.1% | +14.9% | +3.3% | +9.1% |
| YTD | -14.5% | +37.7% | -52.2% | -28.4% |
| 1Y | +18.7% | +44.1% | -25.3% | -2.9% |
| 3Y | -24.2% | +75.3% | -99.4% | -46.7% |
| 5Y | -75.2% | +144.0% | -219.2% | -84.1% |
| All | -79.7% | +163.9% | -243.6% | -85.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling