+178.2%
SOUN vs OKE
+72.4%
+105.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.9% |
| 7D | -7.1% | +1.2% | -8.4% | -7.8% |
| 30D | -15.4% | +4.5% | -19.9% | -17.8% |
| 3M | -10.6% | +9.6% | -20.2% | -17.1% |
| 6M | -19.6% | +15.4% | -35.0% | -31.2% |
| YTD | -37.2% | +36.5% | -73.7% | -55.3% |
| 1Y | -57.1% | +39.0% | -96.0% | -70.2% |
| 3Y | +178.2% | +74.3% | +103.9% | +25.0% |
| All | +178.2% | +72.4% | +105.8% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling