+218.0%
XLE vs WMB
+275.1%
-57.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +2.2% | +0.6% | +1.6% | +1.8% |
| 30D | +11.8% | +3.3% | +8.5% | +9.0% |
| 3M | +9.8% | +3.1% | +6.7% | +6.7% |
| 6M | +15.6% | -0.7% | +16.3% | +15.2% |
| YTD | +45.3% | +25.2% | +20.1% | +21.9% |
| 1Y | +48.3% | +32.9% | +15.4% | +18.1% |
| 3Y | +55.4% | +140.6% | -85.1% | -30.0% |
| All | +218.0% | +275.1% | -57.1% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling