-81.2%
PATH vs OKE
+133.1%
-214.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | +0.4% |
| 7D | -5.3% | -11.3% | +5.9% | -0.6% |
| 30D | -0.5% | -2.2% | +1.6% | 0.0% |
| 3M | -7.1% | -2.0% | -5.1% | -7.0% |
| 6M | +23.8% | +1.8% | +22.0% | +20.4% |
| YTD | -20.7% | +21.7% | -42.3% | -30.2% |
| 1Y | -8.1% | +31.9% | -39.9% | -22.2% |
| 3Y | -21.8% | +49.1% | -70.9% | -40.9% |
| 5Y | -76.8% | +71.9% | -148.8% | -83.9% |
| All | -81.2% | +133.1% | -214.3% | -86.1% |
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