+180.6%
CEG vs WPM
+279.1%
-98.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +6.7% | +7.0% | -0.3% | +4.6% |
| 30D | +11.0% | +15.7% | -4.8% | +6.0% |
| 3M | +19.5% | +35.2% | -15.7% | +8.5% |
| 6M | -5.9% | +6.1% | -11.9% | -9.1% |
| YTD | -15.0% | +32.6% | -47.5% | -24.5% |
| 1Y | +0.6% | +46.9% | -46.3% | -14.3% |
| 3Y | +180.6% | +276.3% | -95.7% | +68.9% |
| All | +180.6% | +279.1% | -98.5% | +68.9% |
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