+259.9%
WMB vs RRC
+63.1%
+196.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | -6.7% | -10.3% | +3.7% | -4.1% |
| 30D | -8.6% | +19.5% | -28.0% | -12.8% |
| 3M | -4.9% | +27.9% | -32.8% | -10.9% |
| 6M | -6.3% | +21.2% | -27.5% | -11.2% |
| YTD | +13.0% | +39.6% | -26.6% | +3.1% |
| 1Y | +14.9% | +31.3% | -16.3% | +6.3% |
| 3Y | +113.4% | +51.9% | +61.4% | +88.1% |
| 5Y | +190.2% | +110.2% | +80.0% | +127.7% |
| 10Y | +259.9% | +56.7% | +203.2% | +136.0% |
| All | +259.9% | +63.1% | +196.8% | +136.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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