+5,026.7%
WMB vs CASY
+34,306.4%
-29,279.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | -0.1% | +1.6% |
| 7D | +1.6% | +5.8% | -4.3% | +0.2% |
| 30D | -7.1% | +10.7% | -17.8% | -9.4% |
| 3M | -4.0% | -13.9% | +9.9% | -1.3% |
| 6M | -5.7% | -18.4% | +12.7% | -2.6% |
| YTD | +17.2% | +29.6% | -12.5% | +8.2% |
| 1Y | +17.2% | +32.8% | -15.6% | +7.4% |
| 3Y | +121.1% | +162.3% | -41.2% | +69.5% |
| 5Y | +197.2% | +265.0% | -67.8% | +108.0% |
| 10Y | +280.9% | +555.4% | -274.4% | +126.0% |
| All | +5,026.7% | +34,306.4% | -29,279.6% | +1,524.0% |
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