-32.2%
CRCL vs WMB
+29.2%
-61.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.4% |
| 7D | -11.2% | -1.0% | -10.2% | -11.3% |
| 30D | +27.1% | -0.4% | +27.5% | +27.2% |
| 3M | +9.6% | +3.2% | +6.4% | +8.6% |
| 6M | -19.7% | +0.1% | -19.8% | -20.5% |
| YTD | +14.2% | +23.9% | -9.6% | +7.0% |
| 1Y | -32.2% | +27.6% | -59.8% | -34.0% |
| All | -32.2% | +29.2% | -61.4% | -34.0% |
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