+80.1%
VZ vs OKE
+70.8%
+9.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | +5.7% | +4.6% | +1.1% | +5.0% |
| 3M | +8.2% | +6.9% | +1.3% | +7.1% |
| 6M | +1.7% | +15.8% | -14.0% | -0.5% |
| YTD | +28.9% | +35.2% | -6.3% | +23.5% |
| 1Y | +22.7% | +37.6% | -14.8% | +17.3% |
| All | +80.1% | +70.8% | +9.3% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling