+104.2%
LMT vs WMB
+195.1%
-90.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +2.2% |
| 7D | -5.6% | -6.9% | +1.3% | -4.2% |
| 30D | +18.4% | -7.2% | +25.5% | +20.0% |
| 3M | +0.6% | -5.4% | +6.0% | +1.6% |
| 6M | +20.6% | -4.9% | +25.5% | +21.4% |
| YTD | +27.0% | +14.7% | +12.3% | +22.5% |
| 1Y | +36.9% | +14.7% | +22.1% | +32.0% |
| 3Y | +46.9% | +116.4% | -69.5% | +15.0% |
| 5Y | +104.2% | +198.5% | -94.3% | +42.8% |
| All | +104.2% | +195.1% | -90.9% | +42.8% |
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