+547.4%
PLTR vs OKE
+138.0%
+409.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -4.1% | +1.2% | -5.3% | -4.8% |
| 30D | -2.2% | +4.5% | -6.7% | -4.7% |
| 3M | +27.6% | +9.6% | +18.0% | +19.8% |
| 6M | +10.3% | +15.4% | -5.1% | -0.9% |
| YTD | -5.9% | +36.5% | -42.4% | -24.9% |
| 1Y | +1.7% | +39.0% | -37.2% | -20.5% |
| 3Y | +959.1% | +74.3% | +884.8% | +592.6% |
| All | +547.4% | +138.0% | +409.4% | +224.4% |
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