+6.9%
CLX vs WPM
+32.1%
-25.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +7.8% | +3.1% | +4.7% | +7.4% |
| 30D | +28.5% | -1.8% | +30.4% | +28.3% |
| 3M | +1.3% | +1.0% | +0.3% | +0.9% |
| 6M | +23.4% | -5.4% | +28.8% | +24.5% |
| YTD | +11.4% | +15.9% | -4.5% | +9.1% |
| 1Y | +6.9% | +30.8% | -23.9% | +1.9% |
| All | +6.9% | +32.1% | -25.2% | +1.9% |
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 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