+322.9%
WMB vs CSGP
+45.2%
+277.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.6% | +0.6% |
| 7D | +0.6% | -4.1% | +4.6% | +1.3% |
| 30D | +3.3% | +2.3% | +0.9% | +2.5% |
| 3M | +3.1% | -8.2% | +11.3% | +4.2% |
| 6M | -0.7% | -35.1% | +34.4% | +7.3% |
| YTD | +25.2% | -54.0% | +79.2% | +44.6% |
| 1Y | +32.9% | -65.3% | +98.2% | +63.5% |
| 3Y | +140.6% | -62.6% | +203.1% | +184.8% |
| 5Y | +273.5% | -64.8% | +338.3% | +342.3% |
| All | +322.9% | +45.2% | +277.6% | +242.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling