+62.6%
CSGP vs WPM
+659.5%
-596.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | -7.1% | +3.1% | -10.2% | -7.3% |
| 30D | +3.6% | -1.8% | +5.5% | +3.6% |
| 3M | -2.7% | +1.0% | -3.7% | -3.1% |
| 6M | -8.0% | -5.4% | -2.6% | -8.0% |
| YTD | -55.0% | +15.9% | -70.9% | -56.3% |
| 1Y | -55.8% | +30.8% | -86.6% | -57.7% |
| 3Y | -62.0% | +222.6% | -284.6% | -67.9% |
| 5Y | -62.9% | +227.4% | -290.3% | -69.1% |
| 10Y | +62.6% | +757.8% | -695.2% | +32.8% |
| All | +62.6% | +659.5% | -596.9% | +32.8% |
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 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