+15.6%
CRCL vs WMB
+30.2%
-14.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.3% | -8.0% | -5.7% |
| 7D | +7.5% | +0.8% | +6.7% | +7.5% |
| 30D | +44.3% | +7.7% | +36.5% | +43.0% |
| 3M | +16.5% | +6.7% | +9.8% | +14.4% |
| 6M | -5.6% | +3.6% | -9.3% | -7.1% |
| YTD | +21.3% | +28.0% | -6.7% | +8.6% |
| 1Y | -14.5% | +37.6% | -52.1% | -27.4% |
| All | +15.6% | +30.2% | -14.6% | +3.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling