+878.0%
WMB vs CNC
+5,537.6%
-4,659.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.6% | +0.5% |
| 7D | +0.6% | +3.5% | -3.0% | -0.3% |
| 30D | +3.3% | +0.1% | +3.2% | +3.2% |
| 3M | +3.1% | +6.9% | -3.8% | +1.1% |
| 6M | -0.7% | +49.0% | -49.7% | -11.2% |
| YTD | +25.2% | +62.9% | -37.8% | +8.9% |
| 1Y | +32.9% | +134.0% | -101.1% | +4.6% |
| 3Y | +140.6% | +9.4% | +131.1% | +114.1% |
| 5Y | +273.5% | +4.1% | +269.3% | +229.2% |
| 10Y | +334.2% | +95.4% | +238.8% | +204.7% |
| All | +878.0% | +5,537.6% | -4,659.6% | +70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling