+572.5%
SNPS vs OKE
+266.1%
+306.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.1% |
| 7D | +0.9% | +1.2% | -0.3% | +0.6% |
| 30D | -3.6% | +4.5% | -8.1% | -4.6% |
| 3M | -12.9% | +9.6% | -22.5% | -14.9% |
| 6M | -8.2% | +15.4% | -23.6% | -11.6% |
| YTD | -15.4% | +36.5% | -51.9% | -21.8% |
| 1Y | -9.3% | +39.0% | -48.3% | -16.6% |
| 3Y | -14.0% | +74.3% | -88.3% | -25.1% |
| 5Y | +19.5% | +141.2% | -121.7% | -3.0% |
| All | +572.5% | +266.1% | +306.4% | +393.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling