+150.2%
XLE vs OKLO
+171.7%
-21.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +14.0% | -13.5% | +0.4% |
| 7D | -7.9% | +14.1% | -22.0% | -8.0% |
| 30D | -4.8% | -22.7% | +17.8% | -4.7% |
| 3M | +8.4% | -44.6% | +52.9% | +8.8% |
| 6M | +12.7% | -63.0% | +75.7% | +13.7% |
| YTD | +41.3% | -62.6% | +103.9% | +42.1% |
| 1Y | +42.3% | -76.2% | +118.5% | +44.3% |
| 3Y | +65.1% | +160.8% | -95.8% | +42.6% |
| 5Y | +150.2% | +172.5% | -22.3% | +103.1% |
| All | +150.2% | +171.7% | -21.5% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKLO.
Daily Out/Under-Performance
Portfolio return minus OKLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKLO 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 OKLO 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