-12.8%
CCL vs WPM
+5,248.7%
-5,261.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.9% | +0.4% |
| 7D | +5.8% | +16.4% | -10.5% | +4.0% |
| 30D | +17.3% | -1.5% | +18.7% | +17.4% |
| 3M | +11.3% | +2.6% | +8.8% | +10.7% |
| 6M | +18.5% | -1.3% | +19.8% | +18.1% |
| YTD | +2.8% | +16.8% | -14.0% | +0.3% |
| 1Y | +16.7% | +34.1% | -17.4% | +12.2% |
| 3Y | +146.0% | +225.1% | -79.1% | +113.0% |
| 5Y | +33.6% | +234.5% | -200.8% | +14.4% |
| 10Y | -29.4% | +674.1% | -703.5% | -46.7% |
| All | -12.8% | +5,248.7% | -5,261.5% | -52.3% |
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 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