+23.4%
CRM vs WMB
+3.5%
+20.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -2.5% |
| 7D | -5.0% | 0.0% | -5.0% | -4.9% |
| 30D | +23.6% | +4.6% | +19.0% | +26.9% |
| 3M | +39.6% | +5.7% | +33.9% | +45.0% |
| 6M | +23.4% | +4.2% | +19.3% | +31.2% |
| All | +23.4% | +3.5% | +20.0% | +31.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling