+57.7%
CVE vs WPM
+212.7%
-155.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -0.7% |
| 7D | -16.1% | +16.9% | -33.1% | -16.8% |
| 30D | -10.4% | +2.0% | -12.3% | -10.3% |
| 3M | -2.4% | +8.9% | -11.3% | -3.0% |
| 6M | -4.4% | +1.6% | -6.0% | -4.5% |
| YTD | +64.9% | +16.5% | +48.4% | +59.7% |
| 1Y | +66.0% | +42.2% | +23.8% | +55.1% |
| 3Y | +57.7% | +213.3% | -155.6% | +16.1% |
| All | +57.7% | +212.7% | -155.1% | +16.1% |
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 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