+313.2%
WMB vs EOG
+115.2%
+198.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.4% |
| 7D | 0.0% | -1.3% | +1.3% | +0.6% |
| 30D | +4.6% | +3.4% | +1.2% | +2.8% |
| 3M | +5.7% | +7.8% | -2.1% | +1.4% |
| 6M | +4.2% | +13.4% | -9.2% | -2.8% |
| YTD | +26.8% | +43.5% | -16.6% | +5.5% |
| 1Y | +34.7% | +29.7% | +5.0% | +17.1% |
| 3Y | +146.8% | +23.2% | +123.6% | +114.6% |
| 5Y | +285.0% | +176.4% | +108.6% | +115.7% |
| 10Y | +313.2% | +119.1% | +194.1% | +102.5% |
| All | +313.2% | +115.2% | +198.0% | +102.5% |
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