+807.8%
CCL vs WMB
+5,535.5%
-4,727.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -5.0% | +0.6% | -5.6% | -5.2% |
| 30D | -20.3% | +3.3% | -23.6% | -21.0% |
| 3M | -15.1% | +3.1% | -18.3% | -16.0% |
| 6M | -15.1% | -0.7% | -14.4% | -15.5% |
| YTD | -21.8% | +25.2% | -46.9% | -26.2% |
| 1Y | -24.8% | +32.9% | -57.6% | -30.0% |
| 3Y | +51.9% | +140.6% | -88.7% | +23.9% |
| 5Y | +4.0% | +273.5% | -269.4% | -22.4% |
| 10Y | -42.2% | +334.2% | -376.4% | -57.4% |
| All | +807.8% | +5,535.5% | -4,727.8% | +192.9% |
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