+9,772.3%
CSX vs WMB
+5,535.5%
+4,236.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | -3.4% | +0.6% | -4.0% | -3.5% |
| 30D | -3.1% | +3.3% | -6.3% | -3.7% |
| 3M | +7.2% | +3.1% | +4.0% | +6.4% |
| 6M | +16.2% | -0.7% | +16.9% | +16.0% |
| YTD | +37.5% | +25.2% | +12.4% | +31.6% |
| 1Y | +53.2% | +32.9% | +20.4% | +44.9% |
| 3Y | +68.2% | +140.6% | -72.3% | +41.8% |
| 5Y | +65.2% | +273.5% | -208.2% | +28.4% |
| 10Y | +504.1% | +334.2% | +169.9% | +345.1% |
| All | +9,772.3% | +5,535.5% | +4,236.8% | +3,616.9% |
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 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