+1,144.9%
STX vs WMB
+282.7%
+862.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.2% | +5.6% |
| 7D | +10.7% | +0.8% | +9.9% | +10.5% |
| 30D | +11.3% | +7.7% | +3.6% | +8.2% |
| 3M | +3.2% | +6.7% | -3.5% | +0.4% |
| 6M | +157.0% | +3.6% | +153.3% | +151.9% |
| YTD | +229.2% | +28.0% | +201.2% | +196.1% |
| 1Y | +381.8% | +37.6% | +344.2% | +317.0% |
| 3Y | +1,383.2% | +149.0% | +1,234.1% | +877.0% |
| 5Y | +1,144.9% | +285.3% | +859.6% | +593.3% |
| All | +1,144.9% | +282.7% | +862.2% | +593.3% |
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