+1,851.9%
TER vs OKE
+266.1%
+1,585.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.3% |
| 7D | +6.4% | +1.2% | +5.1% | +6.0% |
| 30D | -5.7% | +4.5% | -10.2% | -7.0% |
| 3M | -0.4% | +9.6% | -10.0% | -3.7% |
| 6M | +25.8% | +15.4% | +10.5% | +18.5% |
| YTD | +96.4% | +36.5% | +59.9% | +74.7% |
| 1Y | +229.2% | +39.0% | +190.3% | +190.3% |
| 3Y | +288.1% | +74.3% | +213.8% | +217.0% |
| 5Y | +219.9% | +141.2% | +78.7% | +137.1% |
| All | +1,851.9% | +266.1% | +1,585.9% | +1,159.1% |
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 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