+34.2%
ORCL vs WMB
+197.6%
-163.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.0% |
| 7D | -6.5% | -6.9% | +0.4% | -4.5% |
| 30D | -16.6% | -7.2% | -9.4% | -14.6% |
| 3M | -21.6% | -5.4% | -16.2% | -20.3% |
| 6M | -39.4% | -4.9% | -34.5% | -39.0% |
| YTD | -38.7% | +14.7% | -53.4% | -43.1% |
| 1Y | -50.4% | +14.7% | -65.1% | -54.0% |
| 3Y | +8.1% | +116.4% | -108.3% | -17.6% |
| All | +34.2% | +197.6% | -163.4% | -6.9% |
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