+76.4%
SLB vs OKE
+85.8%
-9.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.7% |
| 7D | +3.5% | +5.4% | -1.8% | -0.5% |
| 30D | +6.5% | -1.3% | +7.8% | +7.5% |
| 3M | -0.2% | -2.0% | +1.8% | +0.8% |
| 6M | -5.7% | +3.4% | -9.1% | -9.3% |
| YTD | +36.8% | +28.2% | +8.7% | +9.2% |
| 1Y | +45.8% | +35.7% | +10.1% | +11.0% |
| 3Y | +3.4% | +61.0% | -57.6% | -36.4% |
| All | +76.4% | +85.8% | -9.4% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling