+518.2%
CEG vs WPM
+258.1%
+260.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.9% | +1.4% | +3.5% |
| 7D | -4.7% | +16.9% | -21.7% | -9.3% |
| 30D | -16.6% | +2.0% | -18.5% | -17.3% |
| 3M | -4.1% | +8.9% | -13.1% | -7.3% |
| 6M | -22.3% | +1.6% | -23.9% | -23.8% |
| YTD | -28.9% | +16.5% | -45.4% | -34.5% |
| 1Y | -28.5% | +42.2% | -70.7% | -38.3% |
| 3Y | +104.3% | +213.3% | -109.0% | +32.2% |
| All | +518.2% | +258.1% | +260.1% | +313.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling