+38.0%
SCHD vs OKE
+40.8%
-2.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.9% |
| 7D | -0.5% | -9.0% | +8.5% | +0.6% |
| 30D | +7.8% | -2.3% | +10.1% | +8.0% |
| 3M | +6.1% | 0.0% | +6.2% | +5.9% |
| 6M | +13.6% | -2.0% | +15.5% | +13.4% |
| YTD | +32.3% | +23.2% | +9.1% | +26.0% |
| 1Y | +38.0% | +36.6% | +1.4% | +25.7% |
| All | +38.0% | +40.8% | -2.8% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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