+298.4%
WMB vs OKE
+266.1%
+32.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.2% |
| 7D | -1.0% | +1.2% | -2.3% | -1.7% |
| 30D | -0.4% | +4.5% | -4.9% | -2.9% |
| 3M | +3.2% | +9.6% | -6.4% | -2.3% |
| 6M | +0.1% | +15.4% | -15.3% | -8.3% |
| YTD | +23.9% | +36.5% | -12.6% | +2.5% |
| 1Y | +27.6% | +39.0% | -11.4% | +4.3% |
| 3Y | +141.9% | +74.3% | +67.6% | +71.2% |
| 5Y | +273.8% | +141.2% | +132.6% | +116.5% |
| All | +298.4% | +266.1% | +32.3% | +50.3% |
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 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