+10,056.0%
CSX vs WMB
+4,818.6%
+5,237.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.3% | +3.0% | -1.4% |
| 7D | -2.7% | -14.2% | +11.5% | -0.1% |
| 30D | +7.0% | -11.2% | +18.3% | +9.1% |
| 3M | -0.3% | -9.9% | +9.6% | +1.2% |
| 6M | +13.5% | -14.4% | +27.9% | +16.2% |
| YTD | +41.5% | +9.2% | +32.3% | +38.4% |
| 1Y | +45.8% | +15.1% | +30.7% | +41.2% |
| 3Y | +74.4% | +99.2% | -24.8% | +51.7% |
| 5Y | +53.6% | +180.2% | -126.6% | +25.4% |
| 10Y | +465.6% | +273.7% | +191.9% | +327.2% |
| All | +10,056.0% | +4,818.6% | +5,237.4% | +3,808.7% |
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