+84.8%
MRK vs OKE
+35.9%
+49.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +1.3% | +0.7% | +0.6% | +1.3% |
| 30D | +17.1% | +9.4% | +7.8% | +15.9% |
| 3M | +25.9% | +8.6% | +17.3% | +24.6% |
| 6M | +26.8% | +15.3% | +11.5% | +25.4% |
| YTD | +44.9% | +34.8% | +10.1% | +38.9% |
| 1Y | +84.8% | +35.3% | +49.6% | +72.6% |
| All | +84.8% | +35.9% | +49.0% | +72.6% |
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