+19.5%
WMB vs XME
-2.0%
+21.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | +7.8% | +0.3% | +7.5% | +7.8% |
| 30D | -5.1% | -6.1% | +1.0% | -4.7% |
| 3M | -4.7% | -18.6% | +13.9% | -3.8% |
| 6M | -7.4% | -23.9% | +16.5% | -6.0% |
| YTD | +17.5% | -9.3% | +26.8% | +16.1% |
| 1Y | +19.5% | +1.8% | +17.7% | +14.6% |
| All | +19.5% | -2.0% | +21.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling