+50.0%
CSX vs WPM
+26.6%
+23.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.2% |
| 7D | +3.1% | -0.5% | +3.6% | +3.1% |
| 30D | +9.7% | -3.1% | +12.8% | +9.7% |
| 3M | +4.9% | -2.2% | +7.1% | +4.7% |
| 6M | +18.4% | -7.4% | +25.8% | +19.2% |
| YTD | +45.9% | +12.6% | +33.2% | +42.7% |
| 1Y | +50.0% | +22.8% | +27.1% | +43.9% |
| All | +50.0% | +26.6% | +23.4% | +43.9% |
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