+14.7%
WMB vs CG
-19.2%
+33.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +3.0% | +1.5% |
| 7D | -6.9% | +2.0% | -8.9% | -6.8% |
| 30D | -7.2% | +8.5% | -15.7% | -6.6% |
| 3M | -5.4% | -12.1% | +6.7% | -5.6% |
| 6M | -4.9% | -16.4% | +11.6% | -5.0% |
| YTD | +14.7% | -28.0% | +42.7% | +11.3% |
| 1Y | +14.7% | -18.9% | +33.6% | +7.1% |
| All | +14.7% | -19.2% | +33.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling