+457.4%
MDLZ vs OKE
+3,402.6%
-2,945.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.2% |
| 7D | 0.0% | +1.9% | -1.9% | -0.3% |
| 30D | -1.6% | +12.8% | -14.4% | -3.8% |
| 3M | +0.9% | +11.9% | -11.0% | -1.3% |
| 6M | +7.3% | +14.9% | -7.5% | +4.3% |
| YTD | +16.4% | +37.7% | -21.3% | +9.2% |
| 1Y | +3.0% | +44.1% | -41.1% | -4.3% |
| 3Y | -3.7% | +75.3% | -79.0% | -15.2% |
| 5Y | +15.6% | +144.0% | -128.4% | -5.7% |
| 10Y | +79.0% | +249.7% | -170.8% | +23.7% |
| All | +457.4% | +3,402.6% | -2,945.1% | +124.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling