+357.4%
SOXL vs OKE
+35.9%
+321.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +9.5% |
| 7D | +5.3% | +0.7% | +4.6% | +6.2% |
| 30D | -11.2% | +9.4% | -20.6% | -1.0% |
| 3M | -55.4% | +8.6% | -63.9% | -48.9% |
| 6M | +107.1% | +15.3% | +91.8% | +138.4% |
| YTD | +179.0% | +34.8% | +144.3% | +226.6% |
| 1Y | +357.4% | +35.3% | +322.1% | +453.9% |
| All | +357.4% | +35.9% | +321.5% | +453.9% |
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