+1,378.1%
WMB vs CNI
+6,541.6%
-5,163.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | 0.0% |
| 7D | +0.6% | -2.1% | +2.7% | +1.7% |
| 30D | +3.3% | -3.3% | +6.5% | +5.1% |
| 3M | +3.1% | +3.8% | -0.7% | +0.5% |
| 6M | -0.7% | +12.7% | -13.4% | -8.5% |
| YTD | +25.2% | +26.3% | -1.1% | +7.2% |
| 1Y | +32.9% | +29.9% | +3.0% | +11.5% |
| 3Y | +140.6% | +15.9% | +124.6% | +109.7% |
| 5Y | +273.5% | +6.9% | +266.5% | +234.1% |
| 10Y | +334.2% | +126.8% | +207.4% | +137.6% |
| All | +1,378.1% | +6,541.6% | -5,163.5% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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