+1,009.3%
MELI vs OKE
+279.2%
+730.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -3.9% | +1.6% | -5.6% | -4.4% |
| 30D | +3.0% | +2.1% | +0.9% | +2.3% |
| 3M | +19.5% | +8.3% | +11.2% | +16.3% |
| 6M | +13.8% | +16.3% | -2.5% | +7.6% |
| YTD | -5.7% | +37.0% | -42.6% | -15.5% |
| 1Y | -18.8% | +40.0% | -58.7% | -27.9% |
| 3Y | +37.4% | +64.7% | -27.4% | +14.0% |
| 5Y | +2.4% | +139.5% | -137.2% | -23.0% |
| 10Y | +1,009.3% | +279.8% | +729.5% | +585.3% |
| All | +1,009.3% | +279.2% | +730.1% | +585.3% |
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