+105.9%
USB vs OKE
+253.5%
-147.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.6% | -2.2% |
| 7D | +2.1% | +1.9% | +0.2% | +1.3% |
| 30D | -2.3% | +12.8% | -15.1% | -6.8% |
| 3M | +13.9% | +11.9% | +1.9% | +8.6% |
| 6M | +21.6% | +14.9% | +6.7% | +13.9% |
| YTD | +19.3% | +37.7% | -18.4% | +3.6% |
| 1Y | +33.6% | +44.1% | -10.5% | +13.7% |
| 3Y | +97.7% | +75.3% | +22.5% | +53.9% |
| 5Y | +40.4% | +144.0% | -103.6% | -4.6% |
| 10Y | +105.9% | +249.7% | -143.8% | +23.9% |
| All | +105.9% | +253.5% | -147.6% | +23.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling