+2,874.5%
V vs OKE
+1,151.8%
+1,722.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.3% |
| 7D | -1.1% | +1.9% | -3.0% | -1.6% |
| 30D | +1.9% | +12.8% | -10.9% | -1.7% |
| 3M | +15.5% | +11.9% | +3.6% | +11.5% |
| 6M | +16.6% | +14.9% | +1.7% | +11.2% |
| YTD | +5.7% | +37.7% | -32.0% | -4.9% |
| 1Y | +8.6% | +44.1% | -35.5% | -3.8% |
| 3Y | +52.5% | +75.3% | -22.7% | +25.6% |
| 5Y | +67.1% | +144.0% | -76.9% | +22.9% |
| 10Y | +376.8% | +249.7% | +127.1% | +175.4% |
| All | +2,874.5% | +1,151.8% | +1,722.7% | +724.8% |
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