+72.2%
CSX vs WPM
+270.0%
-197.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +0.9% |
| 7D | -3.4% | +1.1% | -4.5% | -3.4% |
| 30D | -3.1% | +26.4% | -29.4% | -4.0% |
| 3M | +7.2% | +20.8% | -13.7% | +6.3% |
| 6M | +16.2% | +1.1% | +15.1% | +15.6% |
| YTD | +37.5% | +32.5% | +5.1% | +36.3% |
| 1Y | +53.2% | +51.5% | +1.7% | +51.6% |
| All | +72.2% | +270.0% | -197.8% | +57.3% |
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