+21.9%
CCL vs WPM
+38.8%
-16.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | +3.6% |
| 7D | +11.6% | +3.9% | +7.7% | +10.1% |
| 30D | +22.5% | -3.5% | +26.0% | +23.3% |
| 3M | +6.4% | +14.1% | -7.7% | +0.3% |
| 6M | +23.4% | +6.2% | +17.2% | +18.1% |
| YTD | +4.2% | +12.4% | -8.2% | -3.2% |
| 1Y | +21.9% | +40.0% | -18.1% | +8.3% |
| All | +21.9% | +38.8% | -16.9% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling