+5,376.0%
WMB vs CPB
+325.7%
+5,050.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +1.0% |
| 7D | +0.6% | -8.6% | +9.2% | +2.8% |
| 30D | +3.3% | -7.2% | +10.5% | +5.0% |
| 3M | +3.1% | +0.9% | +2.2% | +2.2% |
| 6M | -0.7% | -11.8% | +11.1% | +1.5% |
| YTD | +25.2% | -19.4% | +44.6% | +30.4% |
| 1Y | +32.9% | -30.4% | +63.2% | +43.5% |
| 3Y | +140.6% | -40.2% | +180.7% | +165.2% |
| 5Y | +273.5% | -39.5% | +313.0% | +305.5% |
| 10Y | +334.2% | -47.4% | +381.6% | +368.2% |
| All | +5,376.0% | +325.7% | +5,050.3% | +3,080.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling