+98.8%
CVE vs WPM
+53.7%
+45.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.4% |
| 7D | +2.5% | +1.1% | +1.4% | +2.6% |
| 30D | +16.7% | +26.4% | -9.6% | +17.6% |
| 3M | +9.3% | +20.8% | -11.6% | +10.5% |
| 6M | +43.6% | +1.1% | +42.5% | +47.5% |
| YTD | +93.6% | +32.5% | +61.1% | +96.5% |
| 1Y | +98.8% | +51.5% | +47.2% | +109.4% |
| All | +98.8% | +53.7% | +45.0% | +109.4% |
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