+197.2%
WMB vs CB
+105.3%
+91.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.8% | +2.1% |
| 7D | +1.6% | -1.0% | +2.6% | +1.8% |
| 30D | -7.1% | +7.3% | -14.4% | -9.0% |
| 3M | -4.0% | +7.0% | -11.0% | -6.0% |
| 6M | -5.7% | +16.3% | -22.1% | -10.3% |
| YTD | +17.2% | +19.7% | -2.6% | +10.2% |
| 1Y | +17.2% | +27.8% | -10.6% | +7.7% |
| 3Y | +121.1% | +72.0% | +49.0% | +79.2% |
| 5Y | +197.2% | +104.9% | +92.3% | +119.9% |
| All | +197.2% | +105.3% | +91.9% | +119.9% |
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