+42.3%
SWKS vs OKE
+248.9%
-206.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +2.1% |
| 7D | +6.8% | -0.2% | +7.0% | +6.8% |
| 30D | +11.3% | +6.1% | +5.2% | +9.1% |
| 3M | +4.1% | +10.4% | -6.4% | -0.1% |
| 6M | +39.7% | +14.2% | +25.5% | +32.6% |
| YTD | +23.2% | +35.3% | -12.1% | +10.1% |
| 1Y | +5.3% | +40.6% | -35.3% | -7.3% |
| 3Y | -15.1% | +72.2% | -87.3% | -30.2% |
| 5Y | -50.3% | +139.6% | -189.9% | -63.2% |
| 10Y | +42.3% | +259.1% | -216.7% | -11.0% |
| All | +42.3% | +248.9% | -206.6% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling