+123.7%
WMB vs CORZ
+162.5%
-38.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.0% | -8.8% | +1.3% |
| 7D | +1.6% | +14.2% | -12.6% | +0.5% |
| 30D | -7.1% | -3.0% | -4.1% | -7.2% |
| 3M | -4.0% | -26.3% | +22.3% | -2.4% |
| 6M | -5.7% | -36.5% | +30.8% | -3.8% |
| YTD | +17.2% | +0.1% | +17.1% | +14.5% |
| 1Y | +17.2% | -15.9% | +33.1% | +16.0% |
| All | +123.7% | +162.5% | -38.8% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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