+32.9%
WMB vs CNC
+129.2%
-96.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +0.2% |
| 7D | +0.6% | +3.5% | -3.0% | +0.5% |
| 30D | +3.3% | +0.1% | +3.2% | +3.2% |
| 3M | +3.1% | +6.9% | -3.8% | +3.0% |
| 6M | -0.7% | +49.0% | -49.7% | -1.5% |
| YTD | +25.2% | +62.9% | -37.8% | +23.3% |
| 1Y | +32.9% | +134.0% | -101.1% | +26.8% |
| All | +32.9% | +129.2% | -96.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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