+73.2%
CVE vs WPM
+38.8%
+34.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +12.0% | -19.6% | -7.0% |
| 7D | -12.1% | +3.9% | -16.0% | -11.5% |
| 30D | -9.8% | -3.5% | -6.3% | -9.3% |
| 3M | -0.7% | +14.1% | -14.8% | +0.2% |
| 6M | -4.3% | +6.2% | -10.5% | -3.3% |
| YTD | +70.6% | +12.4% | +58.2% | +68.1% |
| 1Y | +73.2% | +40.0% | +33.2% | +58.8% |
| All | +73.2% | +38.8% | +34.4% | +58.8% |
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 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