+17,056.4%
STX vs OKE
+3,617.3%
+13,439.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.2% | +4.3% | +5.8% |
| 7D | +10.7% | +1.9% | +8.8% | +10.1% |
| 30D | +11.3% | +12.8% | -1.6% | +6.9% |
| 3M | +3.2% | +11.9% | -8.7% | -1.2% |
| 6M | +157.0% | +14.9% | +142.1% | +141.8% |
| YTD | +229.2% | +37.7% | +191.5% | +189.1% |
| 1Y | +381.8% | +44.1% | +337.8% | +313.9% |
| 3Y | +1,383.2% | +75.3% | +1,307.9% | +1,076.6% |
| 5Y | +1,144.9% | +144.0% | +1,000.9% | +771.5% |
| 10Y | +3,676.0% | +249.7% | +3,426.3% | +1,862.3% |
| All | +17,056.4% | +3,617.3% | +13,439.0% | +2,285.4% |
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 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