+679.9%
MPC vs OKE
+140.8%
+539.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.2% | +1.6% |
| 7D | +3.2% | -0.2% | +3.4% | +3.3% |
| 30D | +25.0% | +6.1% | +19.0% | +20.0% |
| 3M | +55.2% | +10.4% | +44.7% | +44.4% |
| 6M | +86.4% | +14.2% | +72.2% | +69.4% |
| YTD | +148.5% | +35.3% | +113.1% | +99.9% |
| 1Y | +121.7% | +40.6% | +81.1% | +73.2% |
| 3Y | +172.9% | +72.2% | +100.7% | +76.3% |
| 5Y | +679.9% | +139.6% | +540.3% | +274.2% |
| All | +679.9% | +140.8% | +539.2% | +274.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling