+7.6%
CL vs WPM
+46.9%
-39.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -1.4% | +7.0% | -8.4% | -1.3% |
| 30D | -5.2% | +15.7% | -20.9% | -5.1% |
| 3M | +3.3% | +35.2% | -31.9% | +3.7% |
| 6M | -4.4% | +6.1% | -10.5% | -4.1% |
| YTD | +13.9% | +32.6% | -18.7% | +14.8% |
| 1Y | +7.6% | +46.9% | -39.3% | +8.1% |
| All | +7.6% | +46.9% | -39.3% | +8.1% |
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 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