+501.7%
SPCX vs WMB
+65.8%
+436.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.7% | +2.1% | +5.7% |
| 7D | +4.2% | -6.7% | +10.8% | +4.2% |
| 30D | -12.6% | -8.6% | -4.1% | -12.7% |
| 3M | +6.7% | -4.9% | +11.7% | +7.3% |
| 6M | +546.4% | -7.1% | +553.5% | +548.3% |
| YTD | +552.1% | +13.0% | +539.2% | +552.0% |
| 1Y | +453.2% | +14.9% | +438.2% | +453.1% |
| All | +501.7% | +65.8% | +436.0% | +547.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling