+74.3%
OKE vs SMTC
+579.3%
-505.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.1% | -4.2% | +0.7% |
| 7D | +1.2% | +13.1% | -11.8% | +0.6% |
| 30D | +4.5% | +19.5% | -15.0% | +3.3% |
| 3M | +9.6% | +2.2% | +7.4% | +8.9% |
| 6M | +15.4% | +94.9% | -79.5% | +9.2% |
| YTD | +36.5% | +127.0% | -90.5% | +27.2% |
| 1Y | +39.0% | +174.6% | -135.6% | +26.8% |
| 3Y | +74.3% | +615.9% | -541.6% | +44.0% |
| All | +74.3% | +579.3% | -505.0% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling