+241.9%
CORZ vs WPM
+189.5%
+52.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.9% | +0.4% | +2.3% |
| 7D | -11.2% | +16.9% | -28.2% | -16.7% |
| 30D | -26.2% | +2.0% | -28.2% | -26.8% |
| 3M | -44.1% | +8.9% | -53.1% | -45.8% |
| 6M | -52.3% | +1.6% | -53.8% | -53.0% |
| YTD | -19.2% | +16.5% | -35.7% | -23.6% |
| 1Y | -42.9% | +42.2% | -85.1% | -48.4% |
| All | +241.9% | +189.5% | +52.4% | +122.8% |
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 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