+57,369.0%
ORLY vs WMB
+3,569.6%
+53,799.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | +2.6% | +7.8% | -5.3% | +1.8% |
| 30D | +6.3% | -5.1% | +11.4% | +6.7% |
| 3M | -0.4% | -4.7% | +4.3% | -0.2% |
| 6M | +2.8% | -7.4% | +10.2% | +3.3% |
| YTD | +1.1% | +17.5% | -16.4% | -1.0% |
| 1Y | -6.3% | +19.5% | -25.7% | -8.3% |
| 3Y | +38.9% | +121.3% | -82.4% | +26.8% |
| 5Y | +113.1% | +200.5% | -87.4% | +87.8% |
| 10Y | +426.2% | +281.9% | +144.4% | +342.4% |
| All | +57,369.0% | +3,569.6% | +53,799.4% | +35,990.8% |
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