+1,692.6%
PLTR vs OKE
+425.2%
+1,267.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.2% | -4.5% | -3.3% |
| 7D | -5.3% | +1.9% | -7.2% | -6.2% |
| 30D | -1.0% | +12.8% | -13.8% | -6.4% |
| 3M | +24.8% | +11.9% | +12.9% | +17.3% |
| 6M | +8.4% | +14.9% | -6.5% | -0.4% |
| YTD | -4.2% | +37.7% | -41.9% | -20.4% |
| 1Y | +9.1% | +44.1% | -35.0% | -12.2% |
| 3Y | +1,025.6% | +75.3% | +950.3% | +725.5% |
| 5Y | +565.8% | +144.0% | +421.7% | +343.3% |
| All | +1,692.6% | +425.2% | +1,267.4% | +1,008.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling