+106,206.6%
MU vs OKE
+15,895.1%
+90,311.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.2% |
| 7D | +9.0% | +0.7% | +8.3% | +8.7% |
| 30D | +13.8% | +9.4% | +4.4% | +9.3% |
| 3M | +2.1% | +8.6% | -6.5% | -2.5% |
| 6M | +153.8% | +15.3% | +138.5% | +131.8% |
| YTD | +256.4% | +34.8% | +221.6% | +202.0% |
| 1Y | +719.8% | +35.3% | +684.5% | +590.4% |
| 3Y | +1,360.4% | +69.5% | +1,290.9% | +1,010.1% |
| 5Y | +1,312.4% | +135.2% | +1,177.2% | +811.1% |
| 10Y | +6,142.6% | +261.7% | +5,880.9% | +2,652.4% |
| All | +106,206.6% | +15,895.1% | +90,311.6% | +11,102.0% |
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 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