+1,720.0%
WULF vs OKE
+11,947.5%
-10,227.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.6% |
| 7D | +1.4% | +1.2% | +0.1% | +1.2% |
| 30D | -2.6% | +4.5% | -7.1% | -3.3% |
| 3M | -34.0% | +9.6% | -43.6% | -35.1% |
| 6M | +10.0% | +15.4% | -5.4% | +6.8% |
| YTD | +45.7% | +36.5% | +9.2% | +37.5% |
| 1Y | +57.3% | +39.0% | +18.4% | +47.8% |
| 3Y | +878.9% | +74.3% | +804.7% | +810.2% |
| 5Y | -28.3% | +141.2% | -169.5% | -35.4% |
| 10Y | +82.7% | +262.1% | -179.4% | +58.8% |
| All | +1,720.0% | +11,947.5% | -10,227.5% | +1,490.1% |
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 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