+413.2%
MP vs OKE
+304.7%
+108.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.1% | -5.4% | -5.4% |
| 7D | -4.6% | 0.0% | -4.5% | -4.6% |
| 30D | -7.1% | +4.6% | -11.7% | -9.4% |
| 3M | -4.0% | +6.9% | -10.9% | -8.4% |
| 6M | -16.7% | +15.8% | -32.4% | -25.2% |
| YTD | +1.6% | +35.2% | -33.6% | -17.1% |
| 1Y | -17.8% | +37.6% | -55.4% | -34.1% |
| 3Y | +139.6% | +72.0% | +67.6% | +58.8% |
| 5Y | +50.5% | +139.0% | -88.5% | -14.9% |
| All | +413.2% | +304.7% | +108.5% | +163.9% |
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 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