+47.9%
XOM vs WMB
+18.2%
+29.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +1.6% |
| 7D | +2.7% | +8.1% | -5.4% | -0.2% |
| 30D | -2.5% | -6.9% | +4.4% | +0.1% |
| 3M | +7.0% | -5.1% | +12.1% | +8.8% |
| 6M | +14.2% | -5.7% | +19.9% | +16.5% |
| YTD | +43.9% | +18.1% | +25.9% | +31.9% |
| 1Y | +47.9% | +18.4% | +29.5% | +35.1% |
| All | +47.9% | +18.2% | +29.7% | +35.1% |
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