+216.7%
CLX vs WPM
+5,967.5%
-5,750.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.3% |
| 7D | -9.2% | +1.1% | -10.3% | -9.3% |
| 30D | -11.0% | +26.4% | -37.4% | -12.0% |
| 3M | +5.0% | +20.8% | -15.8% | +4.0% |
| 6M | -18.8% | +1.1% | -19.9% | -19.1% |
| YTD | -4.4% | +32.5% | -36.9% | -5.8% |
| 1Y | -21.9% | +51.5% | -73.4% | -23.5% |
| 3Y | -32.8% | +267.0% | -299.8% | -36.8% |
| 5Y | -34.6% | +250.1% | -284.7% | -38.6% |
| 10Y | -4.7% | +540.4% | -545.1% | -13.2% |
| All | +216.7% | +5,967.5% | -5,750.8% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling