+5,676.4%
CRM vs WMB
+1,780.6%
+3,895.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | +23.6% | +4.6% | +19.0% | +21.4% |
| 3M | +39.6% | +5.7% | +33.9% | +36.0% |
| 6M | +23.4% | +4.2% | +19.3% | +20.2% |
| YTD | -7.4% | +26.8% | -34.2% | -16.1% |
| 1Y | -2.3% | +34.7% | -37.0% | -13.6% |
| 3Y | +10.5% | +146.8% | -136.3% | -21.8% |
| 5Y | -4.7% | +285.0% | -289.8% | -42.9% |
| 10Y | +234.7% | +313.2% | -78.4% | +79.7% |
| All | +5,676.4% | +1,780.6% | +3,895.7% | +1,276.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling