+813.6%
SLB vs WMB
+4,818.6%
-4,004.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.3% | +1.6% | -2.1% |
| 7D | -7.7% | -14.2% | +6.4% | -3.5% |
| 30D | -0.7% | -11.2% | +10.5% | +2.8% |
| 3M | 0.0% | -9.9% | +9.9% | +2.9% |
| 6M | -10.4% | -14.4% | +3.9% | -6.6% |
| YTD | +31.5% | +9.2% | +22.2% | +27.5% |
| 1Y | +39.1% | +15.1% | +24.1% | +32.9% |
| 3Y | -5.7% | +99.2% | -104.9% | -23.9% |
| 5Y | +65.4% | +180.2% | -114.8% | +22.9% |
| 10Y | -15.6% | +273.7% | -289.3% | -40.7% |
| All | +813.6% | +4,818.6% | -4,004.9% | +215.6% |
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