+1,384.0%
MU vs OKE
+70.9%
+1,313.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.5% | +3.1% |
| 7D | +7.5% | -0.2% | +7.7% | +7.5% |
| 30D | +19.4% | +6.1% | +13.3% | +18.0% |
| 3M | +9.8% | +10.4% | -0.6% | +7.0% |
| 6M | +164.1% | +14.2% | +150.0% | +148.3% |
| YTD | +260.3% | +35.3% | +225.0% | +208.7% |
| 1Y | +661.2% | +40.6% | +620.6% | +534.0% |
| All | +1,384.0% | +70.9% | +1,313.1% | +1,173.0% |
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