+70.3%
T vs OKE
+266.1%
-195.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.8% |
| 7D | +1.5% | +1.2% | +0.2% | +1.2% |
| 30D | +7.5% | +4.5% | +3.0% | +6.5% |
| 3M | +14.8% | +9.6% | +5.2% | +12.7% |
| 6M | -1.7% | +15.4% | -17.1% | -4.7% |
| YTD | +8.7% | +36.5% | -27.8% | +1.9% |
| 1Y | -7.5% | +39.0% | -46.4% | -13.7% |
| 3Y | +110.2% | +74.3% | +35.9% | +85.1% |
| 5Y | +71.6% | +141.2% | -69.6% | +40.4% |
| All | +70.3% | +266.1% | -195.8% | +27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling