+197.2%
WMB vs EOG
+106.0%
+91.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.6% |
| 7D | +1.6% | +4.6% | -3.0% | -0.2% |
| 30D | -7.1% | +2.9% | -9.9% | -8.1% |
| 3M | -4.0% | +8.0% | -11.9% | -7.1% |
| 6M | -5.7% | +17.0% | -22.7% | -12.1% |
| YTD | +17.2% | +51.1% | -33.9% | -2.4% |
| 1Y | +17.2% | +45.1% | -27.9% | -0.8% |
| 3Y | +121.1% | +39.4% | +81.6% | +86.0% |
| 5Y | +197.2% | +105.6% | +91.6% | +105.3% |
| All | +197.2% | +106.0% | +91.2% | +105.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling