+47.0%
CVX vs WMB
+22.7%
+24.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.4% | +2.7% | -1.4% |
| 7D | -5.3% | -8.6% | +3.3% | -2.2% |
| 30D | +5.1% | -4.2% | +9.2% | +6.5% |
| 3M | +14.9% | -4.4% | +19.4% | +16.2% |
| 6M | +14.9% | -8.7% | +23.6% | +18.4% |
| YTD | +46.3% | +15.4% | +31.0% | +36.9% |
| 1Y | +47.0% | +23.7% | +23.3% | +33.0% |
| All | +47.0% | +22.7% | +24.3% | +33.0% |
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