+4,679.4%
WMB vs LSCC
+9,126.4%
-4,447.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -8.6% | +3.3% | -3.9% |
| 7D | -14.2% | -4.8% | -9.4% | -13.7% |
| 30D | -11.2% | -27.1% | +15.9% | -6.9% |
| 3M | -9.9% | -23.6% | +13.7% | -6.5% |
| 6M | -14.4% | -19.8% | +5.5% | -13.0% |
| YTD | +9.2% | +33.2% | -24.0% | +0.9% |
| 1Y | +15.1% | +55.2% | -40.2% | +3.4% |
| 3Y | +99.2% | +70.1% | +29.1% | +67.1% |
| 5Y | +180.2% | +19.5% | +160.7% | +137.9% |
| 10Y | +273.7% | +1,164.9% | -891.2% | +96.4% |
| All | +4,679.4% | +9,126.4% | -4,447.0% | +1,569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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