+137.0%
OKE vs MUB
+1.2%
+135.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.2% | -0.8% | +2.1% | +1.5% |
| 30D | +4.5% | -2.4% | +6.9% | +5.1% |
| 3M | +9.6% | -2.8% | +12.5% | +10.4% |
| 6M | +15.4% | -2.2% | +17.6% | +16.0% |
| YTD | +36.5% | -1.6% | +38.1% | +36.7% |
| 1Y | +39.0% | 0.0% | +38.9% | +38.0% |
| 3Y | +74.3% | +7.9% | +66.4% | +64.6% |
| All | +137.0% | +1.2% | +135.9% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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