+381.8%
STX vs WMB
+36.5%
+345.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.2% | +6.3% |
| 7D | +10.7% | +0.8% | +9.9% | +10.7% |
| 30D | +11.3% | +7.7% | +3.6% | +11.0% |
| 3M | +3.2% | +6.7% | -3.5% | +2.9% |
| 6M | +157.0% | +3.6% | +153.3% | +154.4% |
| YTD | +229.2% | +28.0% | +201.2% | +240.9% |
| 1Y | +381.8% | +37.6% | +344.2% | +419.9% |
| All | +381.8% | +36.5% | +345.3% | +419.9% |
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