+998.2%
C vs WMB
+4,805.5%
-3,807.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -2.4% | -13.8% | +11.4% | +1.7% |
| 30D | -6.0% | -10.3% | +4.3% | -3.3% |
| 3M | -10.5% | -10.1% | -0.5% | -8.2% |
| 6M | -5.7% | -11.8% | +6.1% | -3.1% |
| YTD | +4.1% | +8.9% | -4.8% | +0.5% |
| 1Y | +20.5% | +14.0% | +6.5% | +14.7% |
| 3Y | +208.1% | +100.5% | +107.6% | +148.4% |
| 5Y | +110.4% | +179.5% | -69.1% | +54.0% |
| 10Y | +234.6% | +272.7% | -38.1% | +123.8% |
| All | +998.2% | +4,805.5% | -3,807.3% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling