+179.2%
XLE vs WMB
+282.5%
-103.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +5.4% | +7.8% | -2.4% | 0.0% |
| 30D | -3.9% | -5.1% | +1.1% | -0.9% |
| 3M | +7.0% | -4.7% | +11.7% | +9.7% |
| 6M | +14.2% | -7.4% | +21.6% | +18.9% |
| YTD | +48.2% | +17.5% | +30.7% | +29.6% |
| 1Y | +47.7% | +19.5% | +28.2% | +27.5% |
| 3Y | +70.0% | +121.3% | -51.3% | -10.1% |
| 5Y | +169.1% | +200.5% | -31.4% | +14.6% |
| All | +179.2% | +282.5% | -103.3% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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