+60.7%
COP vs WMB
+22.7%
+38.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.4% | +1.2% | -2.4% |
| 7D | -8.1% | -8.6% | +0.5% | -4.5% |
| 30D | +6.7% | -4.2% | +10.8% | +8.5% |
| 3M | +16.9% | -4.4% | +21.3% | +18.5% |
| 6M | +11.2% | -8.7% | +19.9% | +15.2% |
| YTD | +49.5% | +15.4% | +34.1% | +35.8% |
| 1Y | +60.7% | +23.7% | +36.9% | +38.7% |
| All | +60.7% | +22.7% | +38.0% | +38.7% |
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