+130.8%
SLB vs WMB
+275.1%
-144.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +0.8% | +0.6% | +0.3% | +0.4% |
| 30D | +15.8% | +3.3% | +12.6% | +12.7% |
| 3M | -0.3% | +3.1% | -3.5% | -3.6% |
| 6M | +21.3% | -0.7% | +22.1% | +20.6% |
| YTD | +52.3% | +25.2% | +27.1% | +25.4% |
| 1Y | +63.6% | +32.9% | +30.7% | +27.0% |
| 3Y | +3.8% | +140.6% | -136.8% | -58.9% |
| All | +130.8% | +275.1% | -144.3% | -48.3% |
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