+297.5%
WBD vs OKE
+1,813.0%
-1,515.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -0.6% | 0.0% | -0.6% | -0.6% |
| 30D | +4.2% | +4.6% | -0.4% | +2.3% |
| 3M | +7.5% | +6.9% | +0.6% | +4.3% |
| 6M | +1.6% | +15.8% | -14.2% | -5.1% |
| YTD | -2.2% | +35.2% | -37.3% | -14.4% |
| 1Y | +124.9% | +37.6% | +87.3% | +94.8% |
| 3Y | +149.1% | +72.0% | +77.1% | +97.8% |
| 5Y | +7.8% | +139.0% | -131.1% | -24.7% |
| 10Y | +14.9% | +258.7% | -243.9% | -42.2% |
| All | +297.5% | +1,813.0% | -1,515.5% | -25.9% |
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 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