+432.9%
SNXX vs OKE
+28.3%
+404.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +22.9% |
| 7D | +34.9% | +0.7% | +34.2% | +36.2% |
| 30D | +52.5% | +9.4% | +43.2% | +75.2% |
| 3M | -41.3% | +8.6% | -49.9% | -29.7% |
| 6M | +293.8% | +15.3% | +278.5% | +410.5% |
| All | +432.9% | +28.3% | +404.7% | +645.6% |
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 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