+266.3%
WMB vs O
+78.3%
+188.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | -6.9% | +3.5% | -10.5% | -8.8% |
| 30D | -7.2% | +10.4% | -17.6% | -12.4% |
| 3M | -5.4% | -2.4% | -3.0% | -4.6% |
| 6M | -4.9% | -1.2% | -3.7% | -4.9% |
| YTD | +14.7% | +10.4% | +4.3% | +7.5% |
| 1Y | +14.7% | +11.4% | +3.3% | +6.9% |
| 3Y | +116.4% | +40.4% | +76.0% | +73.5% |
| 5Y | +198.5% | +12.1% | +186.4% | +168.9% |
| 10Y | +266.3% | +82.7% | +183.5% | +159.5% |
| All | +266.3% | +78.3% | +188.0% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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