+130.1%
CVE vs WPM
+553.6%
-423.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | -0.3% |
| 7D | -10.1% | +20.8% | -30.9% | -12.9% |
| 30D | -12.1% | +3.8% | -15.9% | -12.9% |
| 3M | -1.9% | +7.4% | -9.3% | -3.7% |
| 6M | -1.8% | +4.0% | -5.8% | -3.7% |
| YTD | +65.8% | +23.0% | +42.8% | +55.2% |
| 1Y | +60.8% | +45.9% | +14.9% | +45.2% |
| 3Y | +70.1% | +242.9% | -172.8% | +25.2% |
| 5Y | +134.8% | +259.5% | -124.8% | +68.2% |
| 10Y | +130.1% | +577.7% | -447.6% | +45.6% |
| All | +130.1% | +553.6% | -423.5% | +45.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling