-41.6%
ORCL vs WMB
+17.3%
-59.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | +8.0% | +7.8% | +0.1% | +8.2% |
| 30D | -4.0% | -5.1% | +1.1% | -4.7% |
| 3M | -19.5% | -4.7% | -14.7% | -19.9% |
| 6M | -33.5% | -7.4% | -26.1% | -34.0% |
| YTD | -34.8% | +17.5% | -52.3% | -32.0% |
| 1Y | -41.6% | +19.5% | -61.1% | -39.2% |
| All | -41.6% | +17.3% | -59.0% | -39.2% |
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