-29.6%
CLS vs WMB
+22.7%
-52.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -6.4% | -2.7% | -6.3% |
| 7D | -21.1% | -8.6% | -12.5% | -18.0% |
| 30D | -38.2% | -4.2% | -34.1% | -36.3% |
| 3M | -36.3% | -4.4% | -31.9% | -34.4% |
| 6M | -43.8% | -8.7% | -35.1% | -41.8% |
| YTD | -20.0% | +15.4% | -35.4% | -27.9% |
| 1Y | -29.6% | +23.7% | -53.3% | -42.3% |
| All | -29.6% | +22.7% | -52.3% | -42.3% |
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