+65.4%
CVS vs WMB
+146.4%
-81.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.0% | +0.6% | +3.4% | +3.9% |
| 30D | -2.4% | +3.3% | -5.7% | -2.9% |
| 3M | +2.7% | +3.1% | -0.5% | +2.1% |
| 6M | +21.9% | -0.7% | +22.6% | +21.7% |
| YTD | +24.7% | +25.2% | -0.4% | +20.1% |
| 1Y | +35.4% | +32.9% | +2.6% | +28.9% |
| All | +65.4% | +146.4% | -81.0% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling