+10,013.3%
OKE vs SUI
+3,865.7%
+6,147.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +1.2% | -4.2% | +5.4% | +2.9% |
| 30D | +4.5% | -3.3% | +7.7% | +5.7% |
| 3M | +9.6% | -8.2% | +17.8% | +13.1% |
| 6M | +15.4% | -14.5% | +29.8% | +22.1% |
| YTD | +36.5% | -5.9% | +42.4% | +38.9% |
| 1Y | +39.0% | -9.7% | +48.7% | +43.6% |
| 3Y | +74.3% | +7.7% | +66.6% | +64.2% |
| 5Y | +141.2% | -31.9% | +173.1% | +168.7% |
| 10Y | +262.1% | +102.9% | +159.2% | +170.5% |
| All | +10,013.3% | +3,865.7% | +6,147.6% | +3,319.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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