+99.6%
PSX vs OKE
+35.9%
+63.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +4.5% | +0.7% | +3.8% | +4.1% |
| 30D | +26.6% | +9.4% | +17.2% | +20.3% |
| 3M | +39.3% | +8.6% | +30.7% | +32.6% |
| 6M | +56.8% | +15.3% | +41.5% | +44.5% |
| YTD | +101.8% | +34.8% | +67.0% | +70.3% |
| 1Y | +99.6% | +35.3% | +64.3% | +68.6% |
| All | +99.6% | +35.9% | +63.7% | +68.6% |
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