+280.9%
WMB vs EOG
+131.8%
+149.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.5% |
| 7D | +1.6% | +4.6% | -3.0% | -0.5% |
| 30D | -7.1% | +2.9% | -9.9% | -8.2% |
| 3M | -4.0% | +8.0% | -11.9% | -7.6% |
| 6M | -5.7% | +17.0% | -22.7% | -13.1% |
| YTD | +17.2% | +51.1% | -33.9% | -4.9% |
| 1Y | +17.2% | +45.1% | -27.9% | -3.2% |
| 3Y | +121.1% | +39.4% | +81.6% | +81.5% |
| 5Y | +197.2% | +105.6% | +91.6% | +93.5% |
| 10Y | +280.9% | +133.5% | +147.5% | +81.1% |
| All | +280.9% | +131.8% | +149.1% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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