-35.7%
CLX vs WPM
+261.1%
-296.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -3.5% | +7.0% | -10.6% | -4.0% |
| 30D | -11.9% | +15.7% | -27.6% | -12.7% |
| 3M | -2.6% | +35.2% | -37.8% | -4.4% |
| 6M | -18.2% | +6.1% | -24.3% | -18.7% |
| YTD | -5.9% | +32.6% | -38.5% | -7.6% |
| 1Y | -23.8% | +46.9% | -70.7% | -25.7% |
| 3Y | -33.6% | +276.3% | -309.9% | -39.8% |
| 5Y | -35.7% | +260.0% | -295.7% | -41.9% |
| All | -35.7% | +261.1% | -296.8% | -41.9% |
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 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