-35.4%
CLX vs WPM
+259.8%
-295.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.7% | -0.8% |
| 7D | -5.9% | -3.6% | -2.2% | -5.7% |
| 30D | -17.0% | +12.5% | -29.5% | -17.5% |
| 3M | -9.6% | +40.6% | -50.2% | -10.9% |
| 6M | -21.5% | +0.5% | -22.1% | -21.7% |
| YTD | -8.8% | +29.0% | -37.8% | -9.4% |
| 1Y | -24.7% | +43.8% | -68.5% | -25.3% |
| All | -35.4% | +259.8% | -295.2% | -38.7% |
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