+379.1%
V vs OKE
+266.1%
+113.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.6% |
| 7D | -1.2% | +1.2% | -2.5% | -1.6% |
| 30D | +3.1% | +4.5% | -1.4% | +1.8% |
| 3M | +16.3% | +9.6% | +6.7% | +13.3% |
| 6M | +20.4% | +15.4% | +5.0% | +15.2% |
| YTD | +6.3% | +36.5% | -30.2% | -3.2% |
| 1Y | +8.7% | +39.0% | -30.3% | -1.6% |
| 3Y | +53.3% | +74.3% | -21.0% | +28.8% |
| 5Y | +71.1% | +141.2% | -70.1% | +30.3% |
| All | +379.1% | +266.1% | +113.1% | +206.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling