+145.0%
WFC vs OKE
+266.1%
-121.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +0.4% | +1.2% | -0.9% | -0.2% |
| 30D | +1.5% | +4.5% | -3.0% | -0.3% |
| 3M | +10.2% | +9.6% | +0.6% | +5.8% |
| 6M | +18.8% | +15.4% | +3.4% | +11.0% |
| YTD | -1.5% | +36.5% | -38.0% | -14.4% |
| 1Y | +13.5% | +39.0% | -25.4% | -2.2% |
| 3Y | +135.0% | +74.3% | +60.7% | +82.5% |
| 5Y | +130.1% | +141.2% | -11.1% | +54.9% |
| All | +145.0% | +266.1% | -121.1% | +45.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling