+20,705.6%
LLY vs WMB
+4,805.5%
+15,900.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -4.5% | -13.8% | +9.3% | -3.0% |
| 30D | +13.9% | -10.3% | +24.2% | +15.1% |
| 3M | +13.8% | -10.1% | +23.8% | +14.8% |
| 6M | +37.6% | -11.8% | +49.5% | +39.1% |
| YTD | +26.6% | +8.9% | +17.7% | +24.9% |
| 1Y | +45.3% | +14.0% | +31.4% | +42.6% |
| 3Y | +132.2% | +100.5% | +31.7% | +113.4% |
| 5Y | +434.7% | +179.5% | +255.2% | +372.2% |
| 10Y | +2,084.3% | +272.7% | +1,811.6% | +1,724.7% |
| All | +20,705.6% | +4,805.5% | +15,900.1% | +10,362.7% |
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