+891.5%
CLS vs WMB
+123.0%
+768.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.0% |
| 7D | +23.5% | +8.1% | +15.5% | +16.8% |
| 30D | -28.9% | -6.9% | -22.1% | -24.5% |
| 3M | -25.2% | -5.1% | -20.1% | -21.9% |
| 6M | -32.1% | -5.7% | -26.4% | -29.8% |
| YTD | -14.1% | +18.1% | -32.1% | -27.2% |
| 1Y | -24.1% | +18.4% | -42.5% | -35.8% |
| All | +891.5% | +123.0% | +768.6% | +628.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling