+361.8%
PCAR vs OKE
+262.7%
+99.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -1.6% | 0.0% | -1.5% | -1.6% |
| 30D | -7.3% | +4.6% | -11.9% | -8.4% |
| 3M | +7.8% | +6.9% | +0.9% | +5.7% |
| 6M | +3.6% | +15.8% | -12.2% | -1.1% |
| YTD | +12.9% | +35.2% | -22.3% | +3.2% |
| 1Y | +27.3% | +37.6% | -10.3% | +15.7% |
| 3Y | +61.9% | +72.0% | -10.1% | +37.8% |
| 5Y | +164.2% | +139.0% | +25.2% | +105.4% |
| All | +361.8% | +262.7% | +99.2% | +207.1% |
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 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