+1,047.9%
CCL vs WMB
+4,805.5%
-3,757.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.5% |
| 7D | +3.1% | -13.8% | +16.9% | +6.3% |
| 30D | +13.7% | -10.3% | +24.0% | +16.1% |
| 3M | +3.8% | -10.1% | +13.9% | +5.7% |
| 6M | +9.3% | -11.8% | +21.1% | +11.3% |
| YTD | -1.1% | +8.9% | -10.0% | -4.1% |
| 1Y | +14.6% | +14.0% | +0.6% | +9.8% |
| 3Y | +146.4% | +100.5% | +45.9% | +108.5% |
| 5Y | +21.9% | +179.5% | -157.7% | -3.5% |
| 10Y | -29.4% | +272.7% | -302.2% | -46.4% |
| All | +1,047.9% | +4,805.5% | -3,757.6% | +280.6% |
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 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