+53,441.7%
ORLY vs WMB
+3,898.5%
+49,543.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.5% | -2.5% |
| 7D | -2.3% | +0.8% | -3.1% | -2.4% |
| 30D | -8.2% | +7.7% | -15.9% | -8.9% |
| 3M | -3.5% | +6.7% | -10.2% | -4.3% |
| 6M | -9.2% | +3.6% | -12.8% | -9.7% |
| YTD | -5.8% | +28.0% | -33.8% | -8.4% |
| 1Y | -19.3% | +37.6% | -56.9% | -22.1% |
| 3Y | +34.4% | +149.0% | -114.6% | +21.5% |
| 5Y | +117.8% | +285.3% | -167.5% | +87.5% |
| 10Y | +356.9% | +302.1% | +54.9% | +282.5% |
| All | +53,441.7% | +3,898.5% | +49,543.2% | +33,290.0% |
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