-6.1%
WMB vs AAOX
-91.5%
+85.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +31.3% | -29.2% | +1.4% |
| 7D | +1.6% | -20.1% | +21.7% | +1.7% |
| 30D | -7.1% | -75.5% | +68.4% | -5.4% |
| 3M | -4.0% | -89.0% | +85.0% | -1.9% |
| 6M | -5.7% | -96.7% | +91.0% | -3.5% |
| All | -6.1% | -91.5% | +85.4% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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