+10.6%
ORCL vs WMB
+110.9%
-100.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +1.9% |
| 7D | +0.5% | -6.7% | +7.1% | +2.8% |
| 30D | -15.3% | -8.6% | -6.7% | -12.7% |
| 3M | -18.2% | -4.9% | -13.3% | -16.8% |
| 6M | -38.4% | -6.3% | -32.1% | -37.9% |
| YTD | -37.7% | +13.0% | -50.7% | -43.5% |
| 1Y | -49.3% | +14.9% | -64.2% | -54.5% |
| 3Y | +10.6% | +113.4% | -102.7% | -20.8% |
| All | +10.6% | +110.9% | -100.3% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling