+5.6%
CVS vs WMB
+22.7%
-17.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.4% | -6.2% | -11.5% |
| 7D | -11.1% | -8.6% | -2.5% | -9.9% |
| 30D | -7.4% | -4.2% | -3.3% | -6.6% |
| 3M | -22.9% | -4.4% | -18.5% | -22.0% |
| 6M | -1.2% | -8.7% | +7.5% | +0.1% |
| YTD | +3.9% | +15.4% | -11.5% | +5.3% |
| 1Y | +5.6% | +23.7% | -18.2% | +7.1% |
| All | +5.6% | +22.7% | -17.1% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling