+295.4%
WMB vs SCCO
+1,108.1%
-812.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.2% | +4.1% | -1.0% |
| 7D | -1.7% | -2.7% | +1.0% | -0.9% |
| 30D | +0.7% | -0.2% | +0.9% | +0.2% |
| 3M | +1.5% | +17.8% | -16.2% | -4.8% |
| 6M | +0.1% | +2.3% | -2.2% | -3.6% |
| YTD | +22.9% | +41.6% | -18.7% | +4.3% |
| 1Y | +27.9% | +101.9% | -74.0% | -5.0% |
| 3Y | +139.1% | +186.2% | -47.0% | +46.6% |
| 5Y | +270.9% | +309.7% | -38.7% | +85.9% |
| All | +295.4% | +1,108.1% | -812.7% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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