+698.5%
STX vs WMB
+123.0%
+575.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.5% |
| 7D | +16.8% | +8.1% | +8.8% | +13.5% |
| 30D | -27.0% | -6.9% | -20.2% | -25.1% |
| 3M | -37.9% | -5.1% | -32.8% | -36.6% |
| 6M | -32.5% | -5.7% | -26.8% | -31.3% |
| YTD | +98.6% | +18.1% | +80.5% | +88.0% |
| 1Y | +93.6% | +18.4% | +75.2% | +82.7% |
| All | +698.5% | +123.0% | +575.5% | +528.4% |
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