+23.7%
WMB vs CSGP
-53.2%
+77.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.0% | -10.4% | -5.9% |
| 7D | -8.6% | +18.3% | -26.9% | -7.1% |
| 30D | -4.2% | +17.8% | -22.0% | -2.8% |
| 3M | -4.4% | +9.3% | -13.7% | -3.4% |
| 6M | -8.7% | -7.9% | -0.8% | -8.1% |
| YTD | +15.4% | -51.5% | +66.9% | +11.8% |
| 1Y | +23.7% | -53.3% | +77.1% | +20.2% |
| All | +23.7% | -53.2% | +77.0% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling