+18,751.7%
WELL vs OKE
+16,243.7%
+2,508.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.2% |
| 7D | -1.3% | +1.9% | -3.2% | -1.9% |
| 30D | +0.5% | +12.8% | -12.3% | -3.2% |
| 3M | +19.1% | +11.9% | +7.1% | +14.8% |
| 6M | +17.0% | +14.9% | +2.1% | +11.4% |
| YTD | +29.2% | +37.7% | -8.5% | +16.1% |
| 1Y | +42.1% | +44.1% | -1.9% | +25.7% |
| 3Y | +204.5% | +75.3% | +129.3% | +149.1% |
| 5Y | +211.0% | +144.0% | +66.9% | +125.7% |
| 10Y | +337.6% | +249.7% | +87.9% | +161.0% |
| All | +18,751.7% | +16,243.7% | +2,508.0% | +5,961.7% |
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