-31.6%
CRCL vs WMB
+22.7%
-54.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.4% | +7.6% | +0.6% |
| 7D | -6.8% | -8.6% | +1.8% | -7.7% |
| 30D | -8.6% | -4.2% | -4.5% | -8.8% |
| 3M | +20.3% | -4.4% | +24.8% | +19.3% |
| 6M | -36.3% | -8.7% | -27.6% | -37.1% |
| YTD | -4.0% | +15.4% | -19.4% | -18.7% |
| 1Y | -31.6% | +23.7% | -55.3% | -50.6% |
| All | -31.6% | +22.7% | -54.3% | -50.6% |
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