+1,263.7%
MU vs OKE
+136.3%
+1,127.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.9% |
| 7D | +2.0% | 0.0% | +2.0% | +2.0% |
| 30D | +12.5% | +4.6% | +7.9% | +10.9% |
| 3M | +9.6% | +6.9% | +2.7% | +6.5% |
| 6M | +142.6% | +15.8% | +126.9% | +123.7% |
| YTD | +242.7% | +35.2% | +207.5% | +191.3% |
| 1Y | +599.3% | +37.6% | +561.7% | +486.5% |
| 3Y | +1,308.3% | +72.0% | +1,236.2% | +983.5% |
| 5Y | +1,263.7% | +139.0% | +1,124.8% | +789.1% |
| All | +1,263.7% | +136.3% | +1,127.5% | +789.1% |
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