+449.0%
CCJ vs WPM
+5,967.5%
-5,518.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | +0.7% | +1.1% | -0.3% | +0.3% |
| 30D | +6.9% | +26.4% | -19.5% | -2.1% |
| 3M | -11.6% | +20.8% | -32.5% | -17.7% |
| 6M | -16.2% | +1.1% | -17.3% | -16.7% |
| YTD | +10.1% | +32.5% | -22.3% | -1.1% |
| 1Y | +32.3% | +51.5% | -19.3% | +13.2% |
| 3Y | +171.3% | +267.0% | -95.7% | +67.8% |
| 5Y | +372.4% | +250.1% | +122.3% | +192.9% |
| 10Y | +1,070.0% | +540.4% | +529.7% | +433.4% |
| All | +449.0% | +5,967.5% | -5,518.5% | -29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling