-21.9%
PINS vs OKE
+123.4%
-145.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.1% |
| 7D | -6.6% | +1.2% | -7.9% | -7.0% |
| 30D | -16.8% | +4.5% | -21.3% | -18.1% |
| 3M | -11.4% | +9.6% | -21.0% | -14.6% |
| 6M | -1.7% | +15.4% | -17.1% | -7.4% |
| YTD | -26.4% | +36.5% | -62.9% | -35.1% |
| 1Y | -45.5% | +39.0% | -84.5% | -52.5% |
| 3Y | -31.7% | +74.3% | -106.0% | -46.0% |
| 5Y | -64.9% | +141.2% | -206.1% | -75.3% |
| All | -21.9% | +123.4% | -145.3% | -49.1% |
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