+22.8%
CCL vs WMB
+178.0%
-155.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | +3.1% | -13.8% | +16.9% | +9.9% |
| 30D | +13.7% | -10.3% | +24.0% | +18.5% |
| 3M | +3.8% | -10.1% | +13.9% | +7.6% |
| 6M | +9.3% | -11.8% | +21.1% | +12.8% |
| YTD | -1.1% | +8.9% | -10.0% | -11.5% |
| 1Y | +14.6% | +14.0% | +0.6% | -0.8% |
| 3Y | +146.4% | +100.5% | +45.9% | +40.5% |
| All | +22.8% | +178.0% | -155.1% | -43.3% |
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