+3,781.1%
WMB vs LNG
+1,255.2%
+2,525.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +7.8% | +11.3% | -3.5% | +6.9% |
| 30D | -5.1% | +10.6% | -15.7% | -5.8% |
| 3M | -4.7% | +16.1% | -20.8% | -5.9% |
| 6M | -7.4% | +29.6% | -37.0% | -9.3% |
| YTD | +17.5% | +60.3% | -42.9% | +13.0% |
| 1Y | +19.5% | +46.1% | -26.6% | +15.8% |
| 3Y | +121.3% | +85.9% | +35.3% | +110.5% |
| 5Y | +200.5% | +210.8% | -10.3% | +174.7% |
| 10Y | +281.9% | +808.8% | -526.9% | +224.4% |
| All | +3,781.1% | +1,255.2% | +2,525.9% | +2,624.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 all: compounded portfolio wealth divided by compounded LNG 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…
all analysis · Full analysis span regression · 6 months rolling