+119.2%
ORLY vs WMB
+270.3%
-151.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.4% | -1.0% | -1.3% | -2.2% |
| 30D | -6.8% | -0.4% | -6.3% | -6.8% |
| 3M | -4.8% | +3.2% | -8.0% | -5.4% |
| 6M | -9.1% | +0.1% | -9.1% | -9.3% |
| YTD | -5.9% | +23.9% | -29.8% | -9.3% |
| 1Y | -20.4% | +27.6% | -48.0% | -23.7% |
| 3Y | +36.6% | +141.9% | -105.3% | +17.0% |
| All | +119.2% | +270.3% | -151.1% | +79.2% |
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 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