+137.0%
OKE vs SYF
+77.7%
+59.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +1.2% | -4.9% | +6.2% | +2.7% |
| 30D | +4.5% | -4.3% | +8.8% | +5.7% |
| 3M | +9.6% | +5.5% | +4.1% | +7.1% |
| 6M | +15.4% | +17.5% | -2.1% | +8.1% |
| YTD | +36.5% | -7.8% | +44.2% | +37.7% |
| 1Y | +39.0% | +1.6% | +37.3% | +35.1% |
| 3Y | +74.3% | +154.8% | -80.5% | +18.4% |
| All | +137.0% | +77.7% | +59.3% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 5y: compounded portfolio wealth divided by compounded SYF 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…
5y analysis · Full analysis span regression · 6 months rolling