+91.4%
ORCL vs WMB
+275.1%
-183.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +2.9% | +3.0% |
| 7D | +5.3% | +0.6% | +4.7% | +5.0% |
| 30D | +10.0% | +3.3% | +6.7% | +8.8% |
| 3M | -32.6% | +3.1% | -35.7% | -33.6% |
| 6M | +4.9% | -0.7% | +5.6% | +4.0% |
| YTD | -17.8% | +25.2% | -42.9% | -25.7% |
| 1Y | -28.0% | +32.9% | -60.8% | -37.0% |
| 3Y | +36.0% | +140.6% | -104.5% | +0.5% |
| All | +91.4% | +275.1% | -183.7% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling