+46.5%
PYPL vs OKE
+403.8%
-357.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.2% | -5.4% | -3.8% |
| 7D | +1.7% | +1.9% | -0.2% | +1.3% |
| 30D | -9.7% | +12.8% | -22.6% | -12.4% |
| 3M | +29.2% | +11.9% | +17.3% | +25.4% |
| 6M | +13.9% | +14.9% | -1.0% | +9.4% |
| YTD | -8.1% | +37.7% | -45.8% | -16.1% |
| 1Y | -21.4% | +44.1% | -65.4% | -29.1% |
| 3Y | -11.8% | +75.3% | -87.1% | -24.5% |
| 5Y | -81.1% | +144.0% | -225.2% | -85.1% |
| 10Y | +36.9% | +249.7% | -212.8% | -6.6% |
| All | +46.5% | +403.8% | -357.4% | -10.2% |
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