+958.5%
SLB vs WMB
+5,535.5%
-4,577.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +0.8% | +0.6% | +0.3% | +0.7% |
| 30D | +15.8% | +3.3% | +12.6% | +14.6% |
| 3M | -0.3% | +3.1% | -3.5% | -1.5% |
| 6M | +21.3% | -0.7% | +22.1% | +21.3% |
| YTD | +52.3% | +25.2% | +27.1% | +42.1% |
| 1Y | +63.6% | +32.9% | +30.7% | +49.6% |
| 3Y | +3.8% | +140.6% | -136.8% | -20.7% |
| 5Y | +128.6% | +273.5% | -144.8% | +56.8% |
| 10Y | -3.1% | +334.2% | -337.3% | -34.9% |
| All | +958.5% | +5,535.5% | -4,577.0% | +251.6% |
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