-66.3%
PINS vs OKE
+136.5%
-202.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.7% | -7.5% | -8.6% |
| 7D | -13.9% | -0.2% | -13.7% | -13.8% |
| 30D | -25.0% | +6.1% | -31.1% | -26.6% |
| 3M | -16.6% | +10.4% | -27.1% | -20.1% |
| 6M | -7.0% | +14.2% | -21.1% | -12.6% |
| YTD | -29.4% | +35.3% | -64.7% | -38.9% |
| 1Y | -49.9% | +40.6% | -90.5% | -57.6% |
| 3Y | -33.6% | +72.2% | -105.9% | -51.3% |
| All | -66.3% | +136.5% | -202.8% | -79.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling