-14.8%
CRH vs WPM
+38.8%
-53.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +12.0% | -6.4% | +2.5% |
| 7D | +14.2% | +3.9% | +10.3% | +12.8% |
| 30D | +19.5% | -3.5% | +23.0% | +20.2% |
| 3M | +0.4% | +14.1% | -13.7% | -3.9% |
| 6M | -10.1% | +6.2% | -16.4% | -12.8% |
| YTD | -19.9% | +12.4% | -32.3% | -21.6% |
| 1Y | -14.8% | +40.0% | -54.8% | -19.7% |
| All | -14.8% | +38.8% | -53.6% | -19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling