+23.7%
WMB vs OSCR
+104.5%
-80.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.6% | -14.9% | -6.2% |
| 7D | -8.6% | +15.5% | -24.1% | -8.4% |
| 30D | -4.2% | +8.5% | -12.7% | -3.9% |
| 3M | -4.4% | +15.8% | -20.2% | -4.1% |
| 6M | -8.7% | +89.5% | -98.2% | -8.2% |
| YTD | +15.4% | +144.9% | -129.5% | +15.2% |
| 1Y | +23.7% | +105.1% | -81.3% | +23.8% |
| All | +23.7% | +104.5% | -80.7% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling