+0.7%
MCHP vs OKE
+72.4%
-71.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.7% | +3.3% |
| 7D | 0.0% | +1.2% | -1.2% | -0.4% |
| 30D | -6.0% | +4.5% | -10.5% | -7.5% |
| 3M | -19.7% | +9.6% | -29.3% | -22.9% |
| 6M | +14.0% | +15.4% | -1.3% | +5.0% |
| YTD | +18.4% | +36.5% | -18.0% | -1.9% |
| 1Y | +17.1% | +39.0% | -21.9% | -4.3% |
| 3Y | +0.7% | +74.3% | -73.6% | -26.6% |
| All | +0.7% | +72.4% | -71.7% | -26.6% |
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