+1.4%
CRM vs WMB
+29.2%
-27.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.2% | +2.2% |
| 7D | -4.4% | -1.0% | -3.4% | -4.7% |
| 30D | +28.1% | -0.4% | +28.6% | +28.1% |
| 3M | +48.8% | +3.2% | +45.6% | +50.7% |
| 6M | +28.3% | +0.1% | +28.2% | +30.0% |
| YTD | -6.0% | +23.9% | -29.9% | -3.8% |
| 1Y | +1.4% | +27.6% | -26.2% | +2.4% |
| All | +1.4% | +29.2% | -27.7% | +2.4% |
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