+108.8%
MSTR vs OKE
+136.3%
-27.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -11.2% | 0.0% | -11.2% | -11.3% |
| 30D | +33.8% | +4.6% | +29.2% | +28.8% |
| 3M | +11.5% | +6.9% | +4.5% | +3.8% |
| 6M | -7.2% | +15.8% | -22.9% | -20.6% |
| YTD | -15.4% | +35.2% | -50.6% | -36.7% |
| 1Y | -60.6% | +37.6% | -98.2% | -71.2% |
| 3Y | +260.8% | +72.0% | +188.8% | +104.7% |
| 5Y | +108.8% | +139.0% | -30.1% | -10.6% |
| All | +108.8% | +136.3% | -27.4% | -10.6% |
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 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