+923.5%
VZ vs OKE
+15,110.7%
-14,187.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | +1.5% | +5.4% | -3.9% | +0.5% |
| 30D | +4.4% | -1.3% | +5.7% | +4.6% |
| 3M | -2.4% | -2.0% | -0.3% | -2.1% |
| 6M | +1.4% | +3.4% | -2.0% | +0.5% |
| YTD | +21.4% | +28.2% | -6.8% | +15.2% |
| 1Y | +20.3% | +35.7% | -15.4% | +12.9% |
| 3Y | +57.4% | +61.0% | -3.6% | +41.0% |
| 5Y | +21.9% | +85.8% | -63.9% | +5.0% |
| 10Y | +70.7% | +242.1% | -171.3% | +17.0% |
| All | +923.5% | +15,110.7% | -14,187.2% | +165.0% |
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