+78.9%
UBER vs OKE
+138.0%
-59.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.5% |
| 7D | -5.4% | +1.2% | -6.6% | -5.8% |
| 30D | -4.9% | +4.5% | -9.4% | -6.3% |
| 3M | +3.0% | +9.6% | -6.6% | -0.4% |
| 6M | -4.4% | +15.4% | -19.8% | -10.2% |
| YTD | -12.3% | +36.5% | -48.7% | -23.5% |
| 1Y | -24.3% | +39.0% | -63.3% | -34.6% |
| 3Y | +46.4% | +74.3% | -27.9% | +7.4% |
| All | +78.9% | +138.0% | -59.2% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling