+285.0%
WMB vs CNC
+2.3%
+282.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | 0.0% | -4.9% | +4.9% | +0.2% |
| 30D | +4.6% | -3.8% | +8.4% | +4.8% |
| 3M | +5.7% | -3.2% | +9.0% | +5.8% |
| 6M | +4.2% | +47.9% | -43.7% | +1.7% |
| YTD | +26.8% | +55.7% | -28.8% | +23.3% |
| 1Y | +34.7% | +106.2% | -71.6% | +28.3% |
| 3Y | +146.8% | -2.1% | +148.9% | +144.4% |
| 5Y | +285.0% | +3.4% | +281.6% | +276.9% |
| All | +285.0% | +2.3% | +282.7% | +276.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling