+15,091.1%
TER vs OKE
+16,094.5%
-1,003.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.2% |
| 7D | +6.4% | +1.2% | +5.1% | +5.9% |
| 30D | -5.7% | +4.5% | -10.2% | -7.3% |
| 3M | -0.4% | +9.6% | -10.0% | -4.5% |
| 6M | +25.8% | +15.4% | +10.5% | +17.2% |
| YTD | +96.4% | +36.5% | +59.9% | +71.2% |
| 1Y | +229.2% | +39.0% | +190.3% | +184.2% |
| 3Y | +288.1% | +74.3% | +213.8% | +205.2% |
| 5Y | +219.9% | +141.2% | +78.7% | +121.6% |
| 10Y | +1,875.0% | +262.1% | +1,612.9% | +893.0% |
| All | +15,091.1% | +16,094.5% | -1,003.4% | +2,032.6% |
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 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