+44.6%
OKE vs SEI
+18.6%
+26.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -16.9% | +13.3% | -3.8% |
| 7D | -5.2% | -16.4% | +11.2% | -5.3% |
| 30D | +1.1% | -22.9% | +24.0% | +1.0% |
| 3M | +2.2% | -0.3% | +2.5% | +2.8% |
| 6M | 0.0% | -22.3% | +22.4% | +0.2% |
| YTD | +26.5% | +26.2% | +0.4% | +28.6% |
| 1Y | +44.6% | +8.2% | +36.4% | +48.6% |
| All | +44.6% | +18.6% | +26.0% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling