+4,666.7%
WMB vs CASY
+33,031.0%
-28,364.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -13.8% | +1.1% | -14.9% | -14.1% |
| 30D | -10.3% | +8.7% | -19.0% | -12.2% |
| 3M | -10.1% | -17.3% | +7.3% | -6.7% |
| 6M | -11.8% | -19.7% | +7.9% | -8.6% |
| YTD | +8.9% | +24.8% | -15.9% | +1.5% |
| 1Y | +14.0% | +31.9% | -17.9% | +4.6% |
| 3Y | +100.5% | +155.4% | -54.9% | +54.7% |
| 5Y | +179.5% | +250.6% | -71.1% | +97.5% |
| 10Y | +272.7% | +556.8% | -284.1% | +121.1% |
| All | +4,666.7% | +33,031.0% | -28,364.3% | +1,423.1% |
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