+366.0%
WDC vs OKE
+40.5%
+325.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -2.4% |
| 7D | -4.3% | +1.2% | -5.6% | -3.6% |
| 30D | -1.5% | +4.5% | -6.0% | +1.1% |
| 3M | -15.5% | +9.6% | -25.1% | -9.4% |
| 6M | +66.5% | +15.4% | +51.1% | +82.8% |
| YTD | +159.9% | +36.5% | +123.4% | +224.6% |
| 1Y | +366.0% | +39.0% | +327.0% | +495.3% |
| All | +366.0% | +40.5% | +325.5% | +495.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling