+3,366.4%
WMB vs CB
+7,167.0%
-3,800.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.0% |
| 7D | -14.2% | +2.6% | -16.8% | -15.2% |
| 30D | -11.2% | +11.2% | -22.4% | -15.4% |
| 3M | -9.9% | +5.7% | -15.6% | -12.3% |
| 6M | -14.4% | +15.9% | -30.3% | -20.2% |
| YTD | +9.2% | +20.2% | -10.9% | -0.2% |
| 1Y | +15.1% | +32.4% | -17.3% | +0.8% |
| 3Y | +99.2% | +75.5% | +23.7% | +52.1% |
| 5Y | +180.2% | +105.5% | +74.8% | +97.2% |
| 10Y | +273.7% | +258.5% | +15.2% | +102.7% |
| All | +3,366.4% | +7,167.0% | -3,800.5% | +773.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling