+588.0%
STX vs WMB
+97.7%
+490.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -28.5% | -13.8% | -14.7% | -24.4% |
| 30D | -42.9% | -10.3% | -32.6% | -40.3% |
| 3M | -45.9% | -10.1% | -35.9% | -43.5% |
| 6M | -41.3% | -11.8% | -29.4% | -38.7% |
| YTD | +67.9% | +8.9% | +59.0% | +63.8% |
| 1Y | +66.5% | +14.0% | +52.6% | +59.5% |
| 3Y | +588.0% | +100.5% | +487.4% | +459.9% |
| All | +588.0% | +97.7% | +490.3% | +459.9% |
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 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