+82.5%
KO vs WMB
+281.9%
-199.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.8% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | +0.8% | +4.6% | -3.8% | +0.1% |
| 3M | +8.3% | +5.7% | +2.6% | +7.4% |
| 6M | +14.0% | +4.2% | +9.8% | +13.2% |
| YTD | +26.9% | +26.8% | +0.1% | +22.5% |
| 1Y | +32.7% | +34.7% | -2.0% | +26.8% |
| 3Y | +63.9% | +146.8% | -82.8% | +37.4% |
| All | +82.5% | +281.9% | -199.3% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling