+74.5%
UBER vs OKE
+130.6%
-56.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -4.5% | 0.0% | -4.4% | -4.5% |
| 30D | -7.6% | +4.6% | -12.2% | -9.7% |
| 3M | +5.8% | +6.9% | -1.2% | +1.8% |
| 6M | +0.3% | +15.8% | -15.5% | -8.1% |
| YTD | -11.2% | +35.2% | -46.4% | -25.1% |
| 1Y | -23.0% | +37.6% | -60.6% | -35.8% |
| 3Y | +53.6% | +72.0% | -18.4% | +10.2% |
| 5Y | +81.9% | +139.0% | -57.1% | +8.1% |
| All | +74.5% | +130.6% | -56.1% | -27.1% |
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