+270.3%
ORCL vs WMB
+282.5%
-12.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +8.0% | +7.8% | +0.1% | +5.7% |
| 30D | -4.0% | -5.1% | +1.1% | -2.6% |
| 3M | -19.5% | -4.7% | -14.7% | -18.4% |
| 6M | -33.5% | -7.4% | -26.1% | -32.4% |
| YTD | -34.8% | +17.5% | -52.3% | -38.7% |
| 1Y | -41.6% | +19.5% | -61.1% | -45.5% |
| 3Y | +13.8% | +121.3% | -107.5% | -10.5% |
| 5Y | +43.4% | +200.5% | -157.1% | +2.7% |
| All | +270.3% | +282.5% | -12.2% | +138.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling