+250.1%
SPOT vs OKE
+188.3%
+61.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -6.9% | 0.0% | -6.8% | -6.9% |
| 30D | +4.1% | +4.6% | -0.5% | +3.1% |
| 3M | +3.7% | +6.9% | -3.2% | +2.1% |
| 6M | -1.6% | +15.8% | -17.4% | -5.1% |
| YTD | -10.2% | +35.2% | -45.3% | -16.3% |
| 1Y | -25.9% | +37.6% | -63.5% | -31.4% |
| 3Y | +235.6% | +72.0% | +163.5% | +192.8% |
| 5Y | +110.6% | +139.0% | -28.4% | +72.7% |
| All | +250.1% | +188.3% | +61.8% | +169.9% |
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