-16.3%
SOUN vs OKE
+84.5%
-100.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -6.8% | 0.0% | -6.8% | -6.8% |
| 30D | -15.2% | +4.6% | -19.8% | -17.2% |
| 3M | -7.0% | +6.9% | -13.9% | -11.3% |
| 6M | -20.5% | +15.8% | -36.3% | -29.5% |
| YTD | -37.0% | +35.2% | -72.2% | -50.2% |
| 1Y | -55.3% | +37.6% | -92.9% | -65.2% |
| 3Y | +173.0% | +72.0% | +101.0% | +102.1% |
| All | -16.3% | +84.5% | -100.8% | -18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling