+51.1%
XOM vs WMB
+30.1%
+21.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.6% |
| 7D | +1.9% | -1.7% | +3.5% | +2.3% |
| 30D | +4.1% | +0.7% | +3.4% | +3.7% |
| 3M | +10.4% | +1.5% | +8.9% | +9.3% |
| 6M | +13.0% | +0.1% | +13.0% | +13.0% |
| YTD | +40.1% | +22.9% | +17.1% | +32.8% |
| 1Y | +51.1% | +27.9% | +23.3% | +41.8% |
| All | +51.1% | +30.1% | +21.1% | +41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling