+4,543.5%
XOM vs WMB
+5,215.9%
-672.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +1.7% |
| 7D | +2.7% | +8.1% | -5.4% | +1.1% |
| 30D | -2.5% | -6.9% | +4.4% | -1.2% |
| 3M | +7.0% | -5.1% | +12.1% | +7.9% |
| 6M | +14.2% | -5.7% | +19.9% | +15.2% |
| YTD | +43.9% | +18.1% | +25.9% | +39.0% |
| 1Y | +47.9% | +18.4% | +29.5% | +42.7% |
| 3Y | +80.6% | +122.7% | -42.1% | +53.2% |
| 5Y | +212.8% | +202.0% | +10.7% | +152.2% |
| 10Y | +202.6% | +283.8% | -81.2% | +130.8% |
| All | +4,543.5% | +5,215.9% | -672.4% | +2,074.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling