+1,660.3%
PLTR vs OKE
+420.4%
+1,239.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -4.1% | +1.2% | -5.3% | -4.6% |
| 30D | -2.2% | +4.5% | -6.7% | -4.3% |
| 3M | +27.6% | +9.6% | +18.0% | +21.2% |
| 6M | +10.3% | +15.4% | -5.1% | +1.1% |
| YTD | -5.9% | +36.5% | -42.4% | -21.5% |
| 1Y | +1.7% | +39.0% | -37.2% | -16.5% |
| 3Y | +959.1% | +74.3% | +884.8% | +678.5% |
| 5Y | +536.3% | +141.2% | +395.1% | +325.6% |
| All | +1,660.3% | +420.4% | +1,239.9% | +993.3% |
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