+4,437.1%
SNDK vs OKE
+7.1%
+4,429.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.7% |
| 7D | -6.1% | +1.2% | -7.4% | -6.4% |
| 30D | +21.5% | +4.5% | +17.0% | +20.5% |
| 3M | -13.2% | +9.6% | -22.8% | -14.9% |
| 6M | +149.2% | +15.4% | +133.8% | +132.9% |
| YTD | +588.1% | +36.5% | +551.6% | +465.4% |
| 1Y | +1,837.5% | +39.0% | +1,798.6% | +1,443.9% |
| All | +4,437.1% | +7.1% | +4,429.9% | +5,246.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling