+89.9%
CVE vs WPM
+1,109.6%
-1,019.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.1% |
| 7D | +2.5% | +1.1% | +1.4% | +2.2% |
| 30D | +16.7% | +26.4% | -9.6% | +10.3% |
| 3M | +9.3% | +20.8% | -11.6% | +3.7% |
| 6M | +43.6% | +1.1% | +42.5% | +40.1% |
| YTD | +93.6% | +32.5% | +61.1% | +76.1% |
| 1Y | +98.8% | +51.5% | +47.2% | +73.7% |
| 3Y | +73.6% | +267.0% | -193.4% | +19.5% |
| 5Y | +312.5% | +250.1% | +62.4% | +182.2% |
| 10Y | +161.0% | +540.4% | -379.3% | +44.8% |
| All | +89.9% | +1,109.6% | -1,019.7% | -28.6% |
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 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