+1.9%
SLB vs WMB
+121.3%
-119.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | 0.0% | +1.2% |
| 7D | -1.2% | +1.6% | -2.7% | -1.9% |
| 30D | +4.5% | -7.1% | +11.6% | +7.6% |
| 3M | -4.6% | -4.0% | -0.6% | -3.3% |
| 6M | -6.3% | -5.7% | -0.5% | -4.7% |
| YTD | +35.0% | +17.2% | +17.8% | +24.5% |
| 1Y | +38.8% | +17.2% | +21.6% | +28.0% |
| All | +1.9% | +121.3% | -119.4% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling