+2,944.0%
CLS vs WMB
+309.4%
+2,634.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.3% | +3.4% | +4.4% |
| 7D | +12.8% | +0.8% | +12.0% | +12.2% |
| 30D | +3.8% | +7.7% | -3.9% | -0.7% |
| 3M | -14.6% | +6.7% | -21.3% | -18.6% |
| 6M | +32.2% | +3.6% | +28.6% | +27.7% |
| YTD | +11.6% | +28.0% | -16.4% | -4.8% |
| 1Y | +35.1% | +37.6% | -2.6% | +9.8% |
| 3Y | +1,312.5% | +149.0% | +1,163.5% | +761.0% |
| 5Y | +3,542.1% | +285.3% | +3,256.7% | +1,658.9% |
| 10Y | +2,944.0% | +302.1% | +2,641.9% | +1,117.9% |
| All | +2,944.0% | +309.4% | +2,634.6% | +1,117.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling