-20.7%
ORLY vs WMB
+28.2%
-48.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.4% |
| 7D | -2.1% | -1.7% | -0.5% | -2.0% |
| 30D | -7.6% | +0.7% | -8.3% | -7.7% |
| 3M | -5.5% | +1.5% | -7.0% | -6.1% |
| 6M | -9.7% | +0.1% | -9.8% | -10.0% |
| YTD | -6.2% | +22.9% | -29.2% | -9.6% |
| All | -20.7% | +28.2% | -48.9% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling