+3,201.5%
PFE vs OKE
+16,243.7%
-13,042.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -2.8% |
| 7D | -2.7% | +1.9% | -4.6% | -3.0% |
| 30D | +3.8% | +12.8% | -9.0% | +1.3% |
| 3M | +10.4% | +11.9% | -1.6% | +7.7% |
| 6M | +6.3% | +14.9% | -8.6% | +2.8% |
| YTD | +17.4% | +37.7% | -20.4% | +9.2% |
| 1Y | +21.1% | +44.1% | -22.9% | +11.6% |
| 3Y | -1.6% | +75.3% | -76.8% | -14.2% |
| 5Y | -22.2% | +144.0% | -166.2% | -37.6% |
| 10Y | +32.9% | +249.7% | -216.9% | -11.5% |
| All | +3,201.5% | +16,243.7% | -13,042.1% | +690.1% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling