+259.9%
WMB vs CNP
+142.6%
+117.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.5% |
| 7D | -6.7% | -4.3% | -2.3% | -4.5% |
| 30D | -8.6% | +5.7% | -14.3% | -11.0% |
| 3M | -4.9% | +0.9% | -5.8% | -5.3% |
| 6M | -6.3% | -1.1% | -5.2% | -5.9% |
| YTD | +13.0% | +8.3% | +4.7% | +8.3% |
| 1Y | +14.9% | +5.9% | +9.0% | +11.4% |
| 3Y | +113.4% | +64.6% | +48.7% | +64.5% |
| 5Y | +190.2% | +74.6% | +115.6% | +115.8% |
| 10Y | +259.9% | +139.8% | +120.0% | +126.3% |
| All | +259.9% | +142.6% | +117.3% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 10y: compounded portfolio wealth divided by compounded CNP 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…
10y analysis · Full analysis span regression · 6 months rolling