-49.6%
ORCL vs WMB
+14.6%
-64.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +3.3% |
| 7D | +0.5% | -6.7% | +7.1% | -0.2% |
| 30D | -15.3% | -8.6% | -6.7% | -15.8% |
| 3M | -18.2% | -4.9% | -13.3% | -17.4% |
| 6M | -38.4% | -6.3% | -32.1% | -38.2% |
| YTD | -37.7% | +13.0% | -50.7% | -36.2% |
| All | -49.6% | +14.6% | -64.2% | -48.3% |
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