+48.9%
CIEN vs WMB
+22.7%
+26.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.4% | -2.9% | -4.7% |
| 7D | -25.0% | -8.6% | -16.4% | -19.8% |
| 30D | -30.1% | -4.2% | -26.0% | -27.0% |
| 3M | -33.8% | -4.4% | -29.4% | -30.8% |
| 6M | -49.4% | -8.7% | -40.8% | -46.4% |
| YTD | +16.4% | +15.4% | +1.0% | +25.0% |
| 1Y | +48.9% | +23.7% | +25.1% | +53.1% |
| All | +48.9% | +22.7% | +26.2% | +53.1% |
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