-35.3%
CLS vs WMB
+14.6%
-49.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +3.7% | +4.2% | +5.8% |
| 7D | -10.6% | -6.7% | -3.9% | -7.2% |
| 30D | -38.4% | -8.6% | -29.9% | -35.4% |
| 3M | -29.9% | -4.9% | -24.9% | -27.0% |
| 6M | -40.6% | -6.3% | -34.3% | -39.2% |
| YTD | -24.6% | +13.0% | -37.6% | -31.8% |
| All | -35.3% | +14.6% | -49.9% | -41.3% |
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