+285.3%
WMB vs WCC
+229.6%
+55.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +1.9% |
| 7D | +0.8% | +8.5% | -7.7% | -0.6% |
| 30D | +7.7% | -1.0% | +8.7% | +7.7% |
| 3M | +6.7% | +2.1% | +4.6% | +5.8% |
| 6M | +3.6% | +36.8% | -33.2% | -2.9% |
| YTD | +28.0% | +47.7% | -19.7% | +17.9% |
| 1Y | +37.6% | +66.5% | -28.9% | +23.5% |
| 3Y | +149.0% | +134.2% | +14.9% | +101.8% |
| 5Y | +285.3% | +231.6% | +53.7% | +169.1% |
| All | +285.3% | +229.6% | +55.7% | +169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling