+200.8%
WMB vs COO
-40.4%
+241.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | +7.8% | +0.5% | +7.4% | +7.7% |
| 30D | -5.1% | +14.2% | -19.3% | -7.3% |
| 3M | -4.7% | -18.2% | +13.5% | -1.7% |
| 6M | -7.4% | +5.3% | -12.7% | -9.0% |
| YTD | +17.5% | -23.6% | +41.0% | +22.4% |
| 1Y | +19.5% | -12.7% | +32.2% | +21.1% |
| 3Y | +121.3% | -24.2% | +145.5% | +124.2% |
| All | +200.8% | -40.4% | +241.2% | +208.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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