+23.0%
C vs WMB
+16.3%
+6.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.2% |
| 7D | -0.4% | -6.9% | +6.6% | -0.4% |
| 30D | -5.2% | -7.2% | +2.0% | -5.2% |
| 3M | -9.1% | -5.4% | -3.7% | -9.0% |
| 6M | -1.6% | -4.9% | +3.3% | -2.3% |
| YTD | +6.9% | +14.7% | -7.7% | +4.3% |
| 1Y | +23.0% | +14.7% | +8.3% | +19.6% |
| All | +23.0% | +16.3% | +6.6% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling