+1,120.5%
MPC vs OKE
+262.7%
+857.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | +17.0% | +4.6% | +12.4% | +13.6% |
| 3M | +49.5% | +6.9% | +42.5% | +43.0% |
| 6M | +83.5% | +15.8% | +67.8% | +66.9% |
| YTD | +144.1% | +35.2% | +108.9% | +100.7% |
| 1Y | +119.6% | +37.6% | +82.0% | +78.2% |
| 3Y | +168.1% | +72.0% | +96.0% | +85.4% |
| 5Y | +671.3% | +139.0% | +532.4% | +332.5% |
| All | +1,120.5% | +262.7% | +857.9% | +431.9% |
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