+120.7%
WMB vs CASY
+162.5%
-41.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | -0.1% | +1.9% |
| 7D | +1.6% | +5.8% | -4.3% | +0.9% |
| 30D | -7.1% | +10.7% | -17.8% | -8.2% |
| 3M | -4.0% | -13.9% | +9.9% | -2.4% |
| 6M | -5.7% | -18.4% | +12.7% | -3.6% |
| YTD | +17.2% | +29.6% | -12.5% | +10.8% |
| 1Y | +17.2% | +32.8% | -15.6% | +10.3% |
| All | +120.7% | +162.5% | -41.8% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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