+264.5%
WMB vs CPB
-37.5%
+302.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -13.8% | +8.0% | -21.8% | -14.4% |
| 30D | -10.3% | +22.4% | -32.7% | -12.1% |
| 3M | -10.1% | +3.8% | -13.9% | -10.5% |
| 6M | -11.8% | +13.7% | -25.5% | -13.2% |
| YTD | +8.9% | -11.7% | +20.6% | +10.0% |
| 1Y | +14.0% | -18.1% | +32.1% | +16.1% |
| 3Y | +100.5% | -34.7% | +135.3% | +108.1% |
| 5Y | +179.5% | -30.6% | +210.1% | +186.6% |
| All | +264.5% | -37.5% | +302.0% | +273.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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