+7.1%
CRM vs WMB
+31.9%
-24.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -1.9% |
| 7D | +1.3% | +0.6% | +0.7% | +1.5% |
| 30D | +34.3% | +3.3% | +31.1% | +35.9% |
| 3M | +37.7% | +3.1% | +34.6% | +39.5% |
| 6M | +34.9% | -0.7% | +35.6% | +36.9% |
| YTD | -1.6% | +25.2% | -26.8% | +1.8% |
| 1Y | +7.1% | +32.9% | -25.7% | +9.2% |
| All | +7.1% | +31.9% | -24.8% | +9.2% |
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