+12.8%
TEAM vs OKE
+35.9%
-23.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.8% |
| 7D | -0.4% | +0.7% | -1.1% | -0.2% |
| 30D | +67.3% | +9.4% | +57.9% | +74.1% |
| 3M | +86.8% | +8.6% | +78.2% | +94.1% |
| 6M | +146.8% | +15.3% | +131.5% | +158.9% |
| YTD | +16.9% | +34.8% | -17.9% | +24.8% |
| 1Y | +12.8% | +35.3% | -22.5% | +15.4% |
| All | +12.8% | +35.9% | -23.1% | +15.4% |
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 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