+146.0%
CCL vs WPM
+225.6%
-79.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | +1.0% |
| 7D | +5.8% | +16.4% | -10.5% | +2.1% |
| 30D | +17.3% | -1.5% | +18.7% | +17.2% |
| 3M | +11.3% | +2.6% | +8.8% | +9.8% |
| 6M | +18.5% | -1.3% | +19.8% | +16.9% |
| YTD | +2.8% | +16.8% | -14.0% | -1.9% |
| 1Y | +16.7% | +34.1% | -17.4% | +9.3% |
| 3Y | +146.0% | +225.1% | -79.1% | +79.5% |
| All | +146.0% | +225.6% | -79.5% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling