+818.8%
SLB vs WMB
+4,805.5%
-3,986.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.6% |
| 7D | -7.1% | -13.8% | +6.7% | -3.0% |
| 30D | +4.1% | -10.3% | +14.4% | +7.4% |
| 3M | -2.6% | -10.1% | +7.4% | +0.3% |
| 6M | -8.6% | -11.8% | +3.3% | -5.4% |
| YTD | +32.2% | +8.9% | +23.3% | +28.4% |
| 1Y | +40.7% | +14.0% | +26.7% | +34.7% |
| 3Y | -4.5% | +100.5% | -105.1% | -23.1% |
| 5Y | +66.4% | +179.5% | -113.1% | +23.7% |
| 10Y | -15.1% | +272.7% | -287.8% | -40.4% |
| All | +818.8% | +4,805.5% | -3,986.7% | +217.7% |
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