+11,275.8%
LMT vs WMB
+5,535.5%
+5,740.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.6% | -1.5% |
| 7D | -6.3% | +0.6% | -6.8% | -6.3% |
| 30D | -8.5% | +3.3% | -11.8% | -8.8% |
| 3M | +1.8% | +3.1% | -1.3% | +1.5% |
| 6M | -19.9% | -0.7% | -19.2% | -20.0% |
| YTD | +10.6% | +25.2% | -14.6% | +8.1% |
| 1Y | +17.9% | +32.9% | -14.9% | +14.6% |
| 3Y | +27.0% | +140.6% | -113.6% | +16.2% |
| 5Y | +68.7% | +273.5% | -204.8% | +47.9% |
| 10Y | +181.1% | +334.2% | -153.1% | +138.4% |
| All | +11,275.8% | +5,535.5% | +5,740.3% | +6,092.5% |
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