-43.3%
ORCL vs WMB
+18.2%
-61.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -1.0% |
| 7D | +10.4% | +8.1% | +2.3% | +10.6% |
| 30D | -11.2% | -6.9% | -4.4% | -12.3% |
| 3M | -16.8% | -5.1% | -11.7% | -17.5% |
| 6M | -31.5% | -5.7% | -25.8% | -31.8% |
| YTD | -33.9% | +18.1% | -52.0% | -32.0% |
| 1Y | -43.3% | +18.4% | -61.7% | -41.4% |
| All | -43.3% | +18.2% | -61.5% | -41.4% |
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