+274.5%
MP vs OKE
+279.9%
-5.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.6% |
| 7D | +11.0% | +3.0% | +8.0% | +9.3% |
| 30D | -11.7% | -3.8% | -8.0% | -10.1% |
| 3M | -30.8% | -2.8% | -28.0% | -30.2% |
| 6M | -42.9% | +2.8% | -45.7% | -45.0% |
| YTD | -25.9% | +26.9% | -52.8% | -37.8% |
| 1Y | -37.3% | +35.4% | -72.7% | -49.5% |
| 3Y | +150.7% | +60.1% | +90.5% | +72.0% |
| 5Y | -19.3% | +84.0% | -103.2% | -49.0% |
| All | +274.5% | +279.9% | -5.4% | +98.0% |
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 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