+278.0%
CLX vs WPM
+5,046.3%
-4,768.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.2% |
| 7D | +9.5% | -3.6% | +13.1% | +9.7% |
| 30D | +30.7% | +1.4% | +29.2% | +30.5% |
| 3M | +4.2% | -0.2% | +4.4% | +4.1% |
| 6M | +22.1% | -7.3% | +29.4% | +22.2% |
| YTD | +14.1% | +12.3% | +1.7% | +13.1% |
| 1Y | +10.3% | +24.9% | -14.6% | +8.9% |
| 3Y | -7.8% | +210.4% | -218.2% | -12.8% |
| 5Y | -20.8% | +210.4% | -231.2% | -25.4% |
| 10Y | +31.9% | +731.7% | -699.8% | +19.2% |
| All | +278.0% | +5,046.3% | -4,768.3% | +190.3% |
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