+200.8%
WMB vs BP
+113.6%
+87.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +7.8% | +3.8% | +4.0% | +6.3% |
| 30D | -5.1% | -5.3% | +0.2% | -3.1% |
| 3M | -4.7% | +9.3% | -14.0% | -8.0% |
| 6M | -7.4% | +7.2% | -14.6% | -10.3% |
| YTD | +17.5% | +38.0% | -20.6% | +1.9% |
| 1Y | +19.5% | +33.2% | -13.7% | +5.1% |
| 3Y | +121.3% | +50.3% | +71.0% | +81.5% |
| All | +200.8% | +113.6% | +87.2% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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