+272.5%
SNDK vs OKE
+40.8%
+231.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -2.7% | -19.6% | -24.2% |
| 7D | -39.4% | -9.0% | -30.4% | -44.2% |
| 30D | -51.4% | -2.3% | -49.2% | -52.1% |
| 3M | -40.3% | 0.0% | -40.3% | -39.5% |
| 6M | -42.7% | -2.0% | -40.7% | -41.2% |
| YTD | +239.7% | +23.2% | +216.5% | +385.2% |
| 1Y | +272.5% | +36.6% | +235.9% | +541.9% |
| All | +272.5% | +40.8% | +231.7% | +541.9% |
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