-49.8%
USAR vs OKE
+43.1%
-93.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.2% | -7.2% |
| 7D | -21.8% | -5.2% | -16.5% | -23.4% |
| 30D | -39.9% | +1.1% | -41.1% | -39.3% |
| 3M | -52.5% | +2.2% | -54.7% | -51.6% |
| 6M | -67.9% | 0.0% | -68.0% | -67.5% |
| YTD | -31.1% | +26.5% | -57.6% | -39.6% |
| 1Y | -49.8% | +44.6% | -94.4% | -56.6% |
| All | -49.8% | +43.1% | -93.0% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling