+5,376.0%
WMB vs RRC
+1,202.2%
+4,173.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +0.6% | +1.3% | -0.7% | +0.3% |
| 30D | +3.3% | +10.1% | -6.9% | +1.1% |
| 3M | +3.1% | +4.0% | -0.9% | +2.1% |
| 6M | -0.7% | +1.6% | -2.3% | -1.3% |
| YTD | +25.2% | +19.7% | +5.5% | +19.9% |
| 1Y | +32.9% | +21.4% | +11.4% | +26.5% |
| 3Y | +140.6% | +29.7% | +110.9% | +123.4% |
| 5Y | +273.5% | +153.9% | +119.6% | +189.2% |
| 10Y | +334.2% | +10.8% | +323.4% | +234.3% |
| All | +5,376.0% | +1,202.2% | +4,173.8% | +3,372.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling