+44.1%
OILK price history and return analytics
+214.5%
-170.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -8.8% | -0.1% | -8.6% | -8.9% |
| 30D | -12.3% | -3.1% | -9.3% | -11.0% |
| 3M | +3.6% | -3.5% | +7.1% | +5.2% |
| 6M | +1.7% | +0.5% | +1.2% | +0.3% |
| YTD | +59.8% | +10.8% | +49.0% | +46.9% |
| 1Y | +52.6% | +11.9% | +40.7% | +39.2% |
| 3Y | +43.8% | +73.0% | -29.1% | -4.2% |
| 5Y | +87.5% | +58.6% | +28.9% | +31.8% |
| 10Y | +52.7% | +219.2% | -166.5% | -36.9% |
| All | +44.1% | +214.5% | -170.4% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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