+14,227.5%
COST vs WMB
+5,189.1%
+9,038.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +5.0% | +7.8% | -2.8% | +4.2% |
| 30D | +12.8% | -5.1% | +17.9% | +13.3% |
| 3M | +15.2% | -4.7% | +19.9% | +15.5% |
| 6M | +7.4% | -7.4% | +14.8% | +8.0% |
| YTD | +29.0% | +17.5% | +11.6% | +26.4% |
| 1Y | +20.3% | +19.5% | +0.8% | +17.6% |
| 3Y | +99.0% | +121.3% | -22.3% | +81.9% |
| 5Y | +125.7% | +200.5% | -74.8% | +99.4% |
| 10Y | +775.3% | +281.9% | +493.5% | +634.7% |
| All | +14,227.5% | +5,189.1% | +9,038.4% | +5,969.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling