+51,298.2%
QCOM vs OKE
+13,783.3%
+37,514.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.0% |
| 7D | +4.3% | +5.4% | -1.1% | +2.5% |
| 30D | -0.1% | -1.3% | +1.2% | +0.2% |
| 3M | +5.2% | -2.0% | +7.3% | +5.5% |
| 6M | -18.4% | +3.4% | -21.8% | -20.4% |
| YTD | +2.4% | +28.2% | -25.8% | -7.6% |
| 1Y | +0.9% | +35.7% | -34.8% | -10.8% |
| 3Y | +48.4% | +61.0% | -12.6% | +23.0% |
| 5Y | +16.6% | +85.8% | -69.2% | -8.3% |
| 10Y | +237.8% | +242.1% | -4.3% | +87.9% |
| All | +51,298.2% | +13,783.3% | +37,514.9% | +6,731.3% |
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 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