+581,341.2%
MNST vs OKE
+15,110.7%
+566,230.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | +1.6% | +5.4% | -3.7% | +0.5% |
| 30D | +5.1% | -1.3% | +6.4% | +5.3% |
| 3M | -0.5% | -2.0% | +1.6% | -0.3% |
| 6M | +8.1% | +3.4% | +4.7% | +6.8% |
| YTD | +21.2% | +28.2% | -7.0% | +13.6% |
| 1Y | +30.7% | +35.7% | -4.9% | +20.9% |
| 3Y | +67.3% | +61.0% | +6.3% | +46.7% |
| 5Y | +101.9% | +85.8% | +16.1% | +68.7% |
| 10Y | +343.3% | +242.1% | +101.2% | +188.8% |
| All | +581,341.2% | +15,110.7% | +566,230.5% | +202,266.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling