+10.3%
SLV vs OKE
+43.1%
-32.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.6% | +8.8% | +4.3% |
| 7D | -3.9% | -5.2% | +1.4% | -5.0% |
| 30D | -14.5% | +1.1% | -15.6% | -14.3% |
| 3M | -12.4% | +2.2% | -14.6% | -12.1% |
| 6M | -28.5% | 0.0% | -28.5% | -28.7% |
| YTD | -26.8% | +26.5% | -53.3% | -27.7% |
| 1Y | +10.3% | +44.6% | -34.3% | +8.7% |
| All | +10.3% | +43.1% | -32.8% | +8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling