+285.3%
WMB vs XME
+179.6%
+105.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +1.9% |
| 7D | +0.8% | +3.6% | -2.8% | -0.3% |
| 30D | +7.7% | +3.6% | +4.1% | +6.3% |
| 3M | +6.7% | +1.2% | +5.5% | +5.6% |
| 6M | +3.6% | +9.0% | -5.4% | -1.1% |
| YTD | +28.0% | +15.9% | +12.1% | +18.4% |
| 1Y | +37.6% | +43.2% | -5.6% | +15.9% |
| 3Y | +149.0% | +137.4% | +11.7% | +65.1% |
| 5Y | +285.3% | +185.0% | +100.3% | +129.3% |
| All | +285.3% | +179.6% | +105.7% | +129.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling