+44.6%
OKE vs SYY
+8.0%
+36.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.8% | -7.5% | -3.7% |
| 7D | -5.2% | -6.3% | +1.1% | -5.0% |
| 30D | +1.1% | +0.7% | +0.4% | +1.2% |
| 3M | +2.2% | -7.1% | +9.3% | +2.5% |
| 6M | 0.0% | +6.8% | -6.8% | +0.2% |
| YTD | +26.5% | +6.7% | +19.9% | +25.7% |
| 1Y | +44.6% | +7.5% | +37.1% | +44.0% |
| All | +44.6% | +8.0% | +36.6% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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