+278.8%
WMB vs COO
-38.8%
+317.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | +0.6% | -2.2% | +2.8% | +0.9% |
| 30D | +3.3% | -7.0% | +10.3% | +4.5% |
| 3M | +3.1% | +12.2% | -9.1% | +0.8% |
| 6M | -0.7% | -15.1% | +14.4% | +1.9% |
| YTD | +25.2% | -15.1% | +40.3% | +28.3% |
| 1Y | +32.9% | +2.3% | +30.5% | +31.1% |
| 3Y | +140.6% | -23.7% | +164.2% | +146.7% |
| All | +278.8% | -38.8% | +317.5% | +277.7% |
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