+117.2%
MPC vs OKE
+43.1%
+74.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.6% | -4.5% | -5.7% |
| 7D | -10.9% | -5.2% | -5.7% | -7.6% |
| 30D | -9.4% | +1.1% | -10.5% | -9.9% |
| 3M | +26.0% | +2.2% | +23.7% | +24.1% |
| 6M | +56.5% | 0.0% | +56.5% | +55.7% |
| YTD | +144.3% | +26.5% | +117.7% | +109.8% |
| 1Y | +117.2% | +44.6% | +72.6% | +67.0% |
| All | +117.2% | +43.1% | +74.1% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling