+4,666.7%
WMB vs RRC
+1,414.2%
+3,252.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.7% | +0.4% |
| 7D | -13.8% | -10.8% | -3.0% | -11.6% |
| 30D | -10.3% | +22.3% | -32.6% | -14.4% |
| 3M | -10.1% | +26.6% | -36.7% | -14.9% |
| 6M | -11.8% | +18.9% | -30.8% | -15.6% |
| YTD | +8.9% | +39.2% | -30.2% | +0.6% |
| 1Y | +14.0% | +34.0% | -20.0% | +6.0% |
| 3Y | +100.5% | +42.0% | +58.5% | +82.1% |
| 5Y | +179.5% | +111.9% | +67.6% | +124.4% |
| 10Y | +272.7% | +62.8% | +210.0% | +164.2% |
| All | +4,666.7% | +1,414.2% | +3,252.5% | +2,813.9% |
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