+11.6%
PLTR vs OKE
+35.9%
-24.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.6% |
| 7D | -6.4% | +0.7% | -7.1% | -6.2% |
| 30D | +10.0% | +9.4% | +0.6% | +12.6% |
| 3M | +23.0% | +8.6% | +14.5% | +25.9% |
| 6M | +13.8% | +15.3% | -1.5% | +17.8% |
| YTD | -1.9% | +34.8% | -36.7% | +7.7% |
| 1Y | +11.6% | +35.3% | -23.6% | +27.5% |
| All | +11.6% | +35.9% | -24.2% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling