+218.5%
PWR vs OKE
+72.4%
+146.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | +4.2% | +1.2% | +2.9% | +3.8% |
| 30D | -4.0% | +4.5% | -8.5% | -5.4% |
| 3M | -4.8% | +9.6% | -14.4% | -7.9% |
| 6M | +14.6% | +15.4% | -0.7% | +7.7% |
| YTD | +54.2% | +36.5% | +17.8% | +33.7% |
| 1Y | +67.1% | +39.0% | +28.1% | +43.0% |
| 3Y | +218.5% | +74.3% | +144.2% | +131.3% |
| All | +218.5% | +72.4% | +146.1% | +131.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling