+1,252.0%
MSTR vs OKE
+4,297.0%
-3,045.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +12.2% | +0.7% | +11.5% | +11.9% |
| 30D | +45.2% | +9.4% | +35.8% | +39.7% |
| 3M | +10.4% | +8.6% | +1.8% | +5.7% |
| 6M | -2.5% | +15.3% | -17.8% | -9.7% |
| YTD | -6.0% | +34.8% | -40.8% | -18.0% |
| 1Y | -56.4% | +35.3% | -91.7% | -62.1% |
| 3Y | +306.3% | +69.5% | +236.8% | +224.6% |
| 5Y | +100.5% | +135.2% | -34.7% | +46.1% |
| 10Y | +741.1% | +261.7% | +479.4% | +348.9% |
| All | +1,252.0% | +4,297.0% | -3,045.1% | +139.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling