+180.3%
WMB vs XME
+110.8%
+69.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.6% | -1.3% |
| 7D | -13.8% | -4.5% | -9.3% | -12.6% |
| 30D | -10.3% | -10.9% | +0.5% | -7.1% |
| 3M | -10.1% | -15.3% | +5.2% | -5.8% |
| 6M | -11.8% | -24.6% | +12.8% | -4.9% |
| YTD | +8.9% | -9.6% | +18.6% | +8.7% |
| 1Y | +14.0% | +2.9% | +11.1% | +7.9% |
| 3Y | +100.5% | +86.9% | +13.6% | +43.0% |
| All | +180.3% | +110.8% | +69.5% | +88.6% |
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 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