-16.5%
SOUN vs OKE
+86.3%
-102.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.8% |
| 7D | -7.1% | +1.2% | -8.4% | -7.7% |
| 30D | -15.4% | +4.5% | -19.9% | -17.3% |
| 3M | -10.6% | +9.6% | -20.2% | -15.8% |
| 6M | -19.6% | +15.4% | -35.0% | -28.4% |
| YTD | -37.2% | +36.5% | -73.7% | -50.6% |
| 1Y | -57.1% | +39.0% | -96.0% | -66.8% |
| 3Y | +178.2% | +74.3% | +103.9% | +104.8% |
| All | -16.5% | +86.3% | -102.8% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling