+2,835.9%
CSX vs WPM
+5,967.5%
-3,131.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.0% |
| 7D | -3.4% | +1.1% | -4.5% | -3.6% |
| 30D | -3.1% | +26.4% | -29.4% | -6.6% |
| 3M | +7.2% | +20.8% | -13.7% | +3.6% |
| 6M | +16.2% | +1.1% | +15.1% | +14.9% |
| YTD | +37.5% | +32.5% | +5.1% | +30.0% |
| 1Y | +53.2% | +51.5% | +1.7% | +41.3% |
| 3Y | +68.2% | +267.0% | -198.8% | +32.8% |
| 5Y | +65.2% | +250.1% | -184.9% | +29.5% |
| 10Y | +504.1% | +540.4% | -36.2% | +305.5% |
| All | +2,835.9% | +5,967.5% | -3,131.6% | +1,091.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling