+476.2%
STX vs WMB
+200.5%
+275.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | +14.6% | +7.8% | +6.8% | +11.2% |
| 30D | -26.0% | -5.1% | -20.9% | -24.0% |
| 3M | -42.6% | -4.7% | -37.9% | -41.3% |
| 6M | -35.3% | -7.4% | -27.9% | -33.4% |
| YTD | +92.5% | +17.5% | +75.0% | +79.7% |
| 1Y | +102.4% | +19.5% | +82.9% | +87.1% |
| 3Y | +673.8% | +121.3% | +552.5% | +438.2% |
| All | +476.2% | +200.5% | +275.6% | +265.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling