+4,235.9%
KO vs WMB
+5,535.5%
-1,299.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.8% |
| 7D | -1.8% | +0.6% | -2.3% | -1.8% |
| 30D | +1.4% | +3.3% | -1.8% | +1.1% |
| 3M | +15.4% | +3.1% | +12.3% | +14.9% |
| 6M | +14.3% | -0.7% | +15.0% | +14.2% |
| YTD | +27.7% | +25.2% | +2.5% | +24.8% |
| 1Y | +32.7% | +32.9% | -0.2% | +28.9% |
| 3Y | +62.2% | +140.6% | -78.4% | +48.2% |
| 5Y | +80.0% | +273.5% | -193.5% | +57.2% |
| 10Y | +175.6% | +334.2% | -158.6% | +132.4% |
| All | +4,235.9% | +5,535.5% | -1,299.6% | +1,735.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling