-2.7%
CEG vs WPM
+53.7%
-56.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +5.9% | +5.1% |
| 7D | +8.0% | +1.1% | +6.9% | +7.7% |
| 30D | +12.9% | +26.4% | -13.4% | +6.5% |
| 3M | +13.2% | +20.8% | -7.7% | +7.1% |
| 6M | -7.0% | +1.1% | -8.1% | -10.1% |
| YTD | -15.0% | +32.5% | -47.5% | -22.3% |
| 1Y | -2.7% | +51.5% | -54.3% | -11.0% |
| All | -2.7% | +53.7% | -56.5% | -11.0% |
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