+123.8%
STX vs WMB
+22.7%
+101.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.4% | -1.8% | -6.3% |
| 7D | -20.2% | -8.6% | -11.6% | -18.1% |
| 30D | -37.2% | -4.2% | -33.0% | -35.8% |
| 3M | -34.1% | -4.4% | -29.6% | -32.2% |
| 6M | -24.5% | -8.7% | -15.8% | -22.9% |
| YTD | +102.9% | +15.4% | +87.6% | +114.9% |
| 1Y | +123.8% | +23.7% | +100.1% | +120.9% |
| All | +123.8% | +22.7% | +101.1% | +120.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling