+5,376.0%
WMB vs CASY
+36,294.0%
-30,918.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +3.3% | -11.3% | +14.6% | +6.0% |
| 3M | +3.1% | -0.6% | +3.8% | +2.3% |
| 6M | -0.7% | +10.7% | -11.4% | -4.2% |
| YTD | +25.2% | +37.1% | -12.0% | +14.7% |
| 1Y | +32.9% | +52.3% | -19.4% | +18.4% |
| 3Y | +140.6% | +215.2% | -74.6% | +77.2% |
| 5Y | +273.5% | +276.5% | -3.0% | +160.7% |
| 10Y | +334.2% | +508.4% | -174.2% | +162.9% |
| All | +5,376.0% | +36,294.0% | -30,918.0% | +1,621.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling