+746.4%
TEAM vs OKE
+749.4%
-3.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +1.1% |
| 7D | -4.7% | -0.2% | -4.5% | -4.7% |
| 30D | +17.0% | +6.1% | +11.0% | +15.7% |
| 3M | +85.9% | +10.4% | +75.5% | +81.7% |
| 6M | +116.7% | +14.2% | +102.5% | +109.2% |
| YTD | +9.6% | +35.3% | -25.7% | +1.8% |
| 1Y | -2.5% | +40.6% | -43.2% | -10.3% |
| 3Y | -14.0% | +72.2% | -86.2% | -24.0% |
| 5Y | -53.1% | +139.6% | -192.7% | -60.8% |
| 10Y | +502.9% | +259.1% | +243.8% | +357.0% |
| All | +746.4% | +749.4% | -3.0% | +427.1% |
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