+36.1%
MRNA vs OKE
+72.4%
-36.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.4% | +5.4% |
| 7D | -1.1% | +1.2% | -2.3% | -1.1% |
| 30D | +126.1% | +4.5% | +121.6% | +125.2% |
| 3M | +190.0% | +9.6% | +180.4% | +186.5% |
| 6M | +157.2% | +15.4% | +141.9% | +149.3% |
| YTD | +388.2% | +36.5% | +351.7% | +351.7% |
| 1Y | +467.0% | +39.0% | +428.1% | +421.4% |
| 3Y | +36.1% | +74.3% | -38.2% | +6.2% |
| All | +36.1% | +72.4% | -36.3% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling