+313.2%
WMB vs WCC
+506.2%
-193.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | 0.0% | +6.8% | -6.8% | -1.9% |
| 30D | +4.6% | -3.0% | +7.6% | +5.2% |
| 3M | +5.7% | +0.2% | +5.5% | +4.6% |
| 6M | +4.2% | +33.2% | -29.0% | -6.1% |
| YTD | +26.8% | +45.8% | -19.0% | +10.6% |
| 1Y | +34.7% | +68.4% | -33.7% | +11.4% |
| 3Y | +146.8% | +131.1% | +15.7% | +72.3% |
| 5Y | +285.0% | +225.6% | +59.4% | +118.6% |
| 10Y | +313.2% | +534.2% | -221.0% | +30.7% |
| All | +313.2% | +506.2% | -193.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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