+77.9%
MNST vs OKE
+140.8%
-62.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | -3.6% | -0.2% | -3.4% | -3.5% |
| 30D | -6.3% | +6.1% | -12.4% | -7.0% |
| 3M | -5.0% | +10.4% | -15.4% | -6.3% |
| 6M | +13.1% | +14.2% | -1.0% | +10.5% |
| YTD | +11.8% | +35.3% | -23.6% | +5.8% |
| 1Y | +35.2% | +40.6% | -5.4% | +27.0% |
| 3Y | +52.0% | +72.2% | -20.2% | +33.8% |
| 5Y | +77.9% | +139.6% | -61.8% | +41.0% |
| All | +77.9% | +140.8% | -62.9% | +41.0% |
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 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