+494.4%
TEAM vs OKE
+266.1%
+228.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.1% |
| 7D | -5.2% | +1.2% | -6.5% | -5.5% |
| 30D | +15.8% | +4.5% | +11.3% | +14.7% |
| 3M | +101.5% | +9.6% | +91.8% | +97.3% |
| 6M | +138.2% | +15.4% | +122.8% | +129.6% |
| YTD | +10.8% | +36.5% | -25.6% | +2.8% |
| 1Y | +1.7% | +39.0% | -37.3% | -6.2% |
| 3Y | -16.0% | +74.3% | -90.3% | -25.9% |
| 5Y | -52.7% | +141.2% | -193.9% | -60.3% |
| All | +494.4% | +266.1% | +228.4% | +365.6% |
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