+113.6%
C vs WMB
+200.5%
-86.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +4.2% | +7.8% | -3.7% | +1.1% |
| 30D | +2.0% | -5.1% | +7.1% | +3.7% |
| 3M | -10.1% | -4.7% | -5.4% | -9.0% |
| 6M | +1.0% | -7.4% | +8.4% | +2.8% |
| YTD | +8.5% | +17.5% | -9.0% | -2.0% |
| 1Y | +25.7% | +19.5% | +6.3% | +12.5% |
| 3Y | +216.0% | +121.3% | +94.7% | +98.7% |
| All | +113.6% | +200.5% | -86.9% | +9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling