+303.7%
WMB vs CPB
-47.3%
+351.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.5% |
| 7D | +0.6% | -8.6% | +9.2% | +1.5% |
| 30D | +3.3% | -7.2% | +10.5% | +4.0% |
| 3M | +3.1% | +0.9% | +2.2% | +2.7% |
| 6M | -0.7% | -11.8% | +11.1% | +0.3% |
| YTD | +25.2% | -19.4% | +44.6% | +27.6% |
| 1Y | +32.9% | -30.4% | +63.2% | +37.8% |
| 3Y | +140.6% | -40.2% | +180.7% | +152.0% |
| 5Y | +273.5% | -39.5% | +313.0% | +289.1% |
| All | +303.7% | -47.3% | +351.0% | +328.2% |
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