+2.4%
MELI vs OKE
+138.0%
-135.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | -4.1% | +1.2% | -5.3% | -4.6% |
| 30D | +3.8% | +4.5% | -0.7% | +1.7% |
| 3M | +17.8% | +9.6% | +8.2% | +12.6% |
| 6M | +7.4% | +15.4% | -7.9% | -1.1% |
| YTD | -5.8% | +36.5% | -42.3% | -20.9% |
| 1Y | -18.9% | +39.0% | -57.8% | -32.8% |
| 3Y | +33.3% | +74.3% | -41.0% | -12.1% |
| All | +2.4% | +138.0% | -135.6% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling