+69.3%
CCI vs WPM
+749.7%
-680.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.3% |
| 7D | +2.5% | -3.6% | +6.1% | +3.0% |
| 30D | +14.4% | +1.4% | +13.0% | +13.9% |
| 3M | +21.7% | -0.2% | +21.9% | +21.1% |
| 6M | +4.0% | -7.3% | +11.3% | +4.3% |
| YTD | +6.2% | +12.3% | -6.1% | +2.1% |
| 1Y | +5.4% | +24.9% | -19.5% | -0.7% |
| 3Y | +11.7% | +210.4% | -198.6% | -11.7% |
| 5Y | -35.6% | +210.4% | -246.0% | -49.9% |
| All | +69.3% | +749.7% | -680.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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