+548,301.9%
MNST vs OKE
+15,895.1%
+532,406.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -6.5% | +0.7% | -7.2% | -6.6% |
| 30D | -7.2% | +9.4% | -16.6% | -9.0% |
| 3M | -1.0% | +8.6% | -9.6% | -2.9% |
| 6M | +11.5% | +15.3% | -3.8% | +7.4% |
| YTD | +14.3% | +34.8% | -20.5% | +6.2% |
| 1Y | +38.1% | +35.3% | +2.9% | +28.0% |
| 3Y | +55.0% | +69.5% | -14.5% | +34.4% |
| 5Y | +79.6% | +135.2% | -55.6% | +42.6% |
| 10Y | +241.8% | +261.7% | -19.9% | +120.0% |
| All | +548,301.9% | +15,895.1% | +532,406.9% | +189,078.9% |
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