+180.3%
WMB vs CASY
+250.1%
-69.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -13.8% | +1.1% | -14.9% | -14.0% |
| 30D | -10.3% | +8.7% | -19.0% | -11.6% |
| 3M | -10.1% | -17.3% | +7.3% | -7.6% |
| 6M | -11.8% | -19.7% | +7.9% | -9.3% |
| YTD | +8.9% | +24.8% | -15.9% | +2.4% |
| 1Y | +14.0% | +31.9% | -17.9% | +5.8% |
| 3Y | +100.5% | +155.4% | -54.9% | +60.5% |
| All | +180.3% | +250.1% | -69.8% | +109.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling