+1,337.5%
STX vs OKE
+70.8%
+1,266.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +8.0% | 0.0% | +8.0% | +8.0% |
| 30D | +5.1% | +4.6% | +0.5% | +4.7% |
| 3M | +5.8% | +6.9% | -1.2% | +5.0% |
| 6M | +124.9% | +15.8% | +109.2% | +118.3% |
| YTD | +213.9% | +35.2% | +178.7% | +191.8% |
| 1Y | +350.4% | +37.6% | +312.8% | +314.5% |
| All | +1,337.5% | +70.8% | +1,266.8% | +1,237.4% |
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