+135.2%
OKE vs MNDY
-49.8%
+185.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.8% |
| 7D | +1.2% | -4.6% | +5.9% | +1.5% |
| 30D | +4.5% | +1.0% | +3.5% | +4.2% |
| 3M | +9.6% | +9.1% | +0.5% | +8.4% |
| 6M | +15.4% | +14.2% | +1.2% | +13.3% |
| YTD | +36.5% | -41.1% | +77.6% | +40.4% |
| 1Y | +39.0% | -54.7% | +93.7% | +45.7% |
| 3Y | +74.3% | -50.6% | +124.9% | +78.7% |
| 5Y | +141.2% | -76.7% | +217.9% | +141.8% |
| All | +135.2% | -49.8% | +185.1% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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