+1,065.3%
CCJ vs WPM
+545.0%
+520.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.7% | +0.7% | -1.6% |
| 7D | -3.2% | -3.6% | +0.4% | -1.9% |
| 30D | -1.3% | +12.5% | -13.8% | -5.7% |
| 3M | +2.5% | +40.6% | -38.1% | -9.8% |
| 6M | -18.9% | +0.5% | -19.4% | -19.6% |
| YTD | +6.5% | +29.0% | -22.6% | -3.1% |
| 1Y | +22.8% | +43.8% | -21.0% | +7.8% |
| 3Y | +164.5% | +266.3% | -101.8% | +72.6% |
| 5Y | +303.7% | +255.1% | +48.6% | +162.5% |
| All | +1,065.3% | +545.0% | +520.3% | +590.5% |
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