+33,471.1%
ORCL vs WMB
+5,535.5%
+27,935.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +2.9% | +3.1% |
| 7D | +5.3% | +0.6% | +4.7% | +5.1% |
| 30D | +10.0% | +3.3% | +6.7% | +9.3% |
| 3M | -32.6% | +3.1% | -35.7% | -33.1% |
| 6M | +4.9% | -0.7% | +5.6% | +4.4% |
| YTD | -17.8% | +25.2% | -42.9% | -21.5% |
| 1Y | -28.0% | +32.9% | -60.8% | -32.1% |
| 3Y | +36.0% | +140.6% | -104.5% | +16.2% |
| 5Y | +88.7% | +273.5% | -184.7% | +48.9% |
| 10Y | +346.9% | +334.2% | +12.7% | +231.9% |
| All | +33,471.1% | +5,535.5% | +27,935.6% | +12,013.3% |
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