+259.9%
WMB vs CPB
-39.9%
+299.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.8% |
| 7D | -6.7% | +3.3% | -9.9% | -6.9% |
| 30D | -8.6% | +19.0% | -27.6% | -10.1% |
| 3M | -4.9% | +0.4% | -5.4% | -5.1% |
| 6M | -6.3% | +13.0% | -19.3% | -7.7% |
| YTD | +13.0% | -12.7% | +25.7% | +14.2% |
| 1Y | +14.9% | -20.9% | +35.8% | +17.5% |
| 3Y | +113.4% | -35.4% | +148.8% | +121.6% |
| 5Y | +190.2% | -32.3% | +222.4% | +198.3% |
| 10Y | +259.9% | -40.5% | +300.4% | +266.8% |
| All | +259.9% | -39.9% | +299.8% | +266.8% |
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