+245.6%
CRH vs WPM
+558.4%
-312.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.7% |
| 7D | -6.1% | -0.6% | -5.5% | -6.0% |
| 30D | -9.3% | +14.4% | -23.7% | -11.5% |
| 3M | -15.2% | +37.0% | -52.2% | -19.9% |
| 6M | -14.2% | +4.1% | -18.3% | -15.6% |
| YTD | -28.3% | +31.7% | -60.0% | -32.2% |
| 1Y | -21.8% | +44.2% | -66.0% | -27.4% |
| 3Y | +71.6% | +265.5% | -193.9% | +35.3% |
| 5Y | +96.6% | +262.5% | -165.9% | +52.3% |
| All | +245.6% | +558.4% | -312.8% | +154.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling