-57.1%
SOUN vs OKE
+40.5%
-97.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | +0.1% |
| 7D | -7.1% | +1.2% | -8.4% | -6.6% |
| 30D | -15.4% | +4.5% | -19.9% | -13.7% |
| 3M | -10.6% | +9.6% | -20.2% | -6.1% |
| 6M | -19.6% | +15.4% | -35.0% | -16.7% |
| YTD | -37.2% | +36.5% | -73.7% | -38.9% |
| 1Y | -57.1% | +39.0% | -96.0% | -57.4% |
| All | -57.1% | +40.5% | -97.5% | -57.4% |
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