+16.2%
CVS vs WMB
+17.3%
-1.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +6.6% | +7.8% | -1.3% | +5.3% |
| 30D | -0.4% | -5.1% | +4.7% | +0.5% |
| 3M | -5.3% | -4.7% | -0.5% | -4.4% |
| 6M | -7.7% | -7.4% | -0.3% | -6.6% |
| YTD | +16.0% | +17.5% | -1.4% | +17.4% |
| 1Y | +16.2% | +19.5% | -3.3% | +17.2% |
| All | +16.2% | +17.3% | -1.1% | +17.2% |
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 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