+24,338.5%
ORCL vs WMB
+4,818.6%
+19,520.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.3% | -1.6% | -6.0% |
| 7D | -17.5% | -14.2% | -3.3% | -15.2% |
| 30D | -20.2% | -11.2% | -8.9% | -18.5% |
| 3M | -19.9% | -9.9% | -10.1% | -18.5% |
| 6M | -37.4% | -14.4% | -23.1% | -36.0% |
| YTD | -40.1% | +9.2% | -49.4% | -41.4% |
| 1Y | -53.4% | +15.1% | -68.4% | -54.8% |
| 3Y | +10.4% | +99.2% | -88.8% | -2.5% |
| 5Y | +29.8% | +180.2% | -150.5% | +7.5% |
| 10Y | +249.2% | +273.7% | -24.5% | +166.4% |
| All | +24,338.5% | +4,818.6% | +19,520.0% | +8,930.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling