+8,313.4%
PWR vs OKE
+4,460.3%
+3,853.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -7.7% | +4.6% | -12.3% | -9.5% |
| 3M | -4.9% | +6.9% | -11.9% | -8.3% |
| 6M | +9.7% | +15.8% | -6.0% | +1.5% |
| YTD | +46.7% | +35.2% | +11.5% | +25.9% |
| 1Y | +58.7% | +37.6% | +21.1% | +34.6% |
| 3Y | +200.7% | +72.0% | +128.7% | +128.1% |
| 5Y | +438.6% | +139.0% | +299.6% | +247.9% |
| 10Y | +2,392.1% | +258.7% | +2,133.4% | +1,005.6% |
| All | +8,313.4% | +4,460.3% | +3,853.1% | +958.7% |
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