+180.3%
WMB vs CB
+101.1%
+79.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | -13.8% | +0.2% | -14.1% | -13.9% |
| 30D | -10.3% | +9.1% | -19.4% | -12.6% |
| 3M | -10.1% | +3.4% | -13.5% | -11.1% |
| 6M | -11.8% | +14.1% | -25.9% | -15.7% |
| YTD | +8.9% | +18.0% | -9.1% | +2.8% |
| 1Y | +14.0% | +30.1% | -16.2% | +4.0% |
| 3Y | +100.5% | +71.8% | +28.8% | +62.3% |
| All | +180.3% | +101.1% | +79.2% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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