+8.9%
CRCL vs WPM
+63.7%
-54.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.6% |
| 7D | -11.2% | -0.6% | -10.7% | -11.0% |
| 30D | +27.1% | +14.4% | +12.7% | +20.6% |
| 3M | +9.6% | +37.0% | -27.3% | -3.1% |
| 6M | -19.7% | +4.1% | -23.8% | -22.9% |
| YTD | +14.2% | +31.7% | -17.5% | +7.6% |
| 1Y | -32.2% | +44.2% | -76.4% | -35.9% |
| All | +8.9% | +63.7% | -54.8% | +10.6% |
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