+1,923.0%
WMB vs SCCO
+33,989.4%
-32,066.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +0.6% | -5.3% | +5.8% | +2.6% |
| 30D | +3.3% | +2.7% | +0.6% | +1.5% |
| 3M | +3.1% | +4.2% | -1.1% | -0.7% |
| 6M | -0.7% | -0.6% | -0.1% | -4.6% |
| YTD | +25.2% | +45.0% | -19.8% | +1.8% |
| 1Y | +32.9% | +109.3% | -76.4% | -7.8% |
| 3Y | +140.6% | +180.8% | -40.2% | +39.6% |
| 5Y | +273.5% | +314.3% | -40.8% | +75.9% |
| 10Y | +334.2% | +1,083.3% | -749.1% | +22.7% |
| All | +1,923.0% | +33,989.4% | -32,066.3% | +108.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling