+325.3%
STX vs OKE
+40.5%
+284.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.7% | -3.2% |
| 7D | -2.3% | +1.2% | -3.5% | -1.7% |
| 30D | -5.5% | +4.5% | -10.0% | -3.3% |
| 3M | -4.3% | +9.6% | -13.9% | +1.5% |
| 6M | +115.6% | +15.4% | +100.2% | +135.1% |
| YTD | +202.2% | +36.5% | +165.7% | +281.4% |
| 1Y | +325.3% | +39.0% | +286.3% | +437.9% |
| All | +325.3% | +40.5% | +284.8% | +437.9% |
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