+270.9%
WMB vs OKE
+136.3%
+134.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.0% |
| 3M | +1.5% | +6.9% | -5.4% | -2.8% |
| 6M | +0.1% | +15.8% | -15.7% | -9.1% |
| YTD | +22.9% | +35.2% | -12.3% | +0.6% |
| 1Y | +27.9% | +37.6% | -9.7% | +3.3% |
| 3Y | +139.1% | +72.0% | +67.1% | +64.0% |
| 5Y | +270.9% | +139.0% | +132.0% | +102.0% |
| All | +270.9% | +136.3% | +134.7% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling