+696.3%
TEL vs OKE
+1,096.1%
-399.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.6% | +3.2% |
| 7D | +1.6% | +1.2% | +0.3% | +1.1% |
| 30D | -0.7% | +4.5% | -5.1% | -2.4% |
| 3M | +2.4% | +9.6% | -7.2% | -1.7% |
| 6M | +4.1% | +15.4% | -11.2% | -3.1% |
| YTD | -5.8% | +36.5% | -42.3% | -18.5% |
| 1Y | +0.9% | +39.0% | -38.1% | -13.6% |
| 3Y | +72.6% | +74.3% | -1.7% | +32.7% |
| 5Y | +57.5% | +141.2% | -83.7% | +4.8% |
| 10Y | +313.6% | +262.1% | +51.5% | +95.7% |
| All | +696.3% | +1,096.1% | -399.8% | +24.7% |
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 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