+74.3%
OKE vs SYY
+29.1%
+45.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.7% |
| 7D | +1.2% | +3.9% | -2.7% | +0.5% |
| 30D | +4.5% | -1.7% | +6.2% | +4.8% |
| 3M | +9.6% | +5.2% | +4.4% | +8.5% |
| 6M | +15.4% | -0.2% | +15.6% | +15.5% |
| YTD | +36.5% | +15.4% | +21.1% | +30.8% |
| 1Y | +39.0% | +5.6% | +33.4% | +36.7% |
| 3Y | +74.3% | +28.9% | +45.4% | +59.9% |
| All | +74.3% | +29.1% | +45.1% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling