+1,184.4%
STX vs WMB
+140.5%
+1,043.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.2% | +6.3% |
| 7D | +2.4% | +0.6% | +1.8% | +2.2% |
| 30D | +1.4% | +3.3% | -1.9% | +0.5% |
| 3M | -8.2% | +3.1% | -11.3% | -9.2% |
| 6M | +127.0% | -0.7% | +127.7% | +126.1% |
| YTD | +209.1% | +25.2% | +184.0% | +187.2% |
| 1Y | +365.4% | +32.9% | +332.6% | +320.0% |
| All | +1,184.4% | +140.5% | +1,043.9% | +951.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling