-23.1%
CEG vs WMB
+14.6%
-37.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.7% | +6.8% | +9.0% |
| 7D | +7.3% | -6.7% | +14.0% | +10.0% |
| 30D | -7.4% | -8.6% | +1.2% | -4.4% |
| 3M | +2.5% | -4.9% | +7.4% | +4.9% |
| 6M | -8.8% | -6.3% | -2.5% | -7.3% |
| YTD | -21.5% | +13.0% | -34.5% | -17.9% |
| All | -23.1% | +14.6% | -37.7% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling