+140.1%
WMB vs OKE
+70.8%
+69.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -1.7% | 0.0% | -1.6% | -1.6% |
| 30D | +0.7% | +4.6% | -3.9% | -1.8% |
| 3M | +1.5% | +6.9% | -5.4% | -2.5% |
| 6M | +0.1% | +15.8% | -15.7% | -8.6% |
| YTD | +22.9% | +35.2% | -12.3% | +1.6% |
| 1Y | +27.9% | +37.6% | -9.7% | +4.4% |
| All | +140.1% | +70.8% | +69.3% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling