+2,898.2%
LITE vs WMB
+123.1%
+2,775.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.3% | -13.4% | -17.2% |
| 7D | -44.6% | -14.2% | -30.4% | -41.8% |
| 30D | -55.0% | -11.2% | -43.8% | -53.2% |
| 3M | -38.3% | -9.9% | -28.4% | -36.0% |
| 6M | -48.8% | -14.4% | -34.4% | -46.1% |
| YTD | +38.3% | +9.2% | +29.0% | +36.7% |
| 1Y | +119.0% | +15.1% | +103.9% | +113.8% |
| 3Y | +1,092.0% | +99.2% | +992.8% | +943.5% |
| 5Y | +446.1% | +180.2% | +265.8% | +344.6% |
| 10Y | +1,381.7% | +273.7% | +1,108.0% | +986.9% |
| All | +2,898.2% | +123.1% | +2,775.1% | +2,043.2% |
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 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