+1,462.8%
CRWD vs WMB
+267.9%
+1,194.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +4.5% | +7.8% | -3.3% | +2.0% |
| 30D | -9.1% | -5.1% | -4.0% | -7.6% |
| 3M | +0.5% | -4.7% | +5.2% | +1.9% |
| 6M | +61.1% | -7.4% | +68.5% | +64.1% |
| YTD | +93.4% | +17.5% | +75.9% | +81.2% |
| 1Y | +71.1% | +19.5% | +51.6% | +59.2% |
| 3Y | +351.1% | +121.3% | +229.8% | +246.3% |
| 5Y | +218.8% | +200.5% | +18.3% | +123.2% |
| All | +1,462.8% | +267.9% | +1,194.9% | +1,185.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling