-1.8%
CEG vs WPM
+47.7%
-49.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.0% |
| 7D | +1.3% | +3.9% | -2.5% | +0.4% |
| 30D | +8.8% | +17.7% | -8.8% | +4.4% |
| 3M | +17.0% | +39.4% | -22.5% | +7.4% |
| 6M | -8.7% | +6.4% | -15.1% | -12.5% |
| YTD | -16.4% | +34.0% | -50.4% | -24.1% |
| 1Y | -1.8% | +50.5% | -52.3% | -11.7% |
| All | -1.8% | +47.7% | -49.5% | -11.7% |
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