+112.2%
C vs WMB
+195.1%
-82.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -0.4% | -6.9% | +6.6% | +2.3% |
| 30D | -5.2% | -7.2% | +2.0% | -2.7% |
| 3M | -9.1% | -5.4% | -3.7% | -7.7% |
| 6M | -1.6% | -4.9% | +3.3% | -1.2% |
| YTD | +6.9% | +14.7% | -7.7% | -2.5% |
| 1Y | +23.0% | +14.7% | +8.3% | +12.0% |
| 3Y | +216.1% | +116.4% | +99.8% | +100.8% |
| 5Y | +112.2% | +198.5% | -86.3% | +10.2% |
| All | +112.2% | +195.1% | -82.8% | +10.2% |
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