+161.5%
SLV vs OKE
+136.3%
+25.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.3% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | -1.8% | +4.6% | -6.4% | -2.6% |
| 3M | -0.3% | +6.9% | -7.2% | -1.7% |
| 6M | -28.2% | +15.8% | -44.0% | -30.8% |
| YTD | -10.7% | +35.2% | -45.9% | -17.0% |
| 1Y | +53.7% | +37.6% | +16.1% | +42.1% |
| 3Y | +173.7% | +72.0% | +101.6% | +134.7% |
| 5Y | +161.5% | +139.0% | +22.5% | +111.0% |
| All | +161.5% | +136.3% | +25.2% | +111.0% |
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