-81.2%
PATH vs OKE
+135.3%
-216.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -2.7% | -7.1% | +4.4% | +0.2% |
| 30D | -3.7% | -3.2% | -0.5% | -2.7% |
| 3M | -13.8% | +0.6% | -14.4% | -14.6% |
| 6M | +20.3% | +3.3% | +17.0% | +16.3% |
| YTD | -20.8% | +22.8% | -43.6% | -30.6% |
| 1Y | -9.2% | +32.5% | -41.7% | -23.3% |
| 3Y | -21.8% | +56.2% | -78.0% | -42.2% |
| 5Y | -77.4% | +73.6% | -151.1% | -84.4% |
| All | -81.2% | +135.3% | -216.5% | -86.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling