+40.8%
OKE vs SOXQ
+86.5%
-45.7%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.2% | -0.4% |
| 7D | +1.6% | -5.1% | +6.7% | +1.0% |
| 30D | +2.1% | -10.3% | +12.4% | +0.7% |
| 3M | +8.3% | -16.7% | +25.0% | +6.5% |
| 6M | +16.3% | +45.8% | -29.5% | +22.0% |
| YTD | +37.0% | +57.5% | -20.5% | +43.1% |
| All | +40.8% | +86.5% | -45.7% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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