-21.9%
CLX vs WPM
+53.7%
-75.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.2% |
| 7D | -9.2% | +1.1% | -10.3% | -9.3% |
| 30D | -11.0% | +26.4% | -37.4% | -12.3% |
| 3M | +5.0% | +20.8% | -15.8% | +3.9% |
| 6M | -18.8% | +1.1% | -19.9% | -19.0% |
| YTD | -4.4% | +32.5% | -36.9% | -4.4% |
| 1Y | -21.9% | +51.5% | -73.4% | -21.0% |
| All | -21.9% | +53.7% | -75.6% | -21.0% |
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