+61.0%
OKE vs MSCI
+34.1%
+26.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.8% |
| 7D | +5.4% | +3.0% | +2.4% | +4.9% |
| 30D | -1.3% | +17.8% | -19.1% | -3.9% |
| 3M | -2.0% | +15.2% | -17.2% | -4.4% |
| 6M | +3.4% | +16.5% | -13.1% | +0.4% |
| YTD | +28.2% | +16.4% | +11.8% | +23.6% |
| 1Y | +35.7% | +16.8% | +18.9% | +30.6% |
| 3Y | +61.0% | +35.8% | +25.2% | +48.7% |
| All | +61.0% | +34.1% | +26.9% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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