-3.9%
MCD vs WMB
+22.7%
-26.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.4% | +12.9% | +6.0% |
| 7D | +11.9% | -8.6% | +20.5% | +11.2% |
| 30D | +20.2% | -4.2% | +24.4% | +19.4% |
| 3M | +5.2% | -4.4% | +9.6% | +4.5% |
| 6M | 0.0% | -8.7% | +8.7% | -0.5% |
| YTD | -6.5% | +15.4% | -21.9% | -8.6% |
| 1Y | -3.9% | +23.7% | -27.7% | -8.3% |
| All | -3.9% | +22.7% | -26.6% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling