+73.6%
SLB vs WMB
+201.0%
-127.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | +2.6% | +8.1% | -5.5% | -3.0% |
| 30D | +4.4% | -6.9% | +11.3% | +9.3% |
| 3M | -2.7% | -5.1% | +2.4% | 0.0% |
| 6M | -7.5% | -5.7% | -1.8% | -5.3% |
| YTD | +34.8% | +18.1% | +16.8% | +15.6% |
| 1Y | +44.6% | +18.4% | +26.2% | +23.5% |
| 3Y | +3.2% | +122.7% | -119.5% | -56.0% |
| 5Y | +73.6% | +202.0% | -128.5% | -48.0% |
| All | +73.6% | +201.0% | -127.4% | -48.0% |
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 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