+46.9%
CVX vs WPM
+21.9%
+25.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +3.4% | -3.6% | +7.0% | +3.0% |
| 30D | -1.0% | +1.4% | -2.4% | -0.4% |
| 3M | +12.2% | -0.2% | +12.4% | +13.0% |
| 6M | +20.3% | -7.3% | +27.7% | +21.5% |
| YTD | +48.3% | +12.3% | +36.0% | +45.6% |
| 1Y | +46.9% | +24.9% | +22.0% | +40.5% |
| All | +46.9% | +21.9% | +25.0% | +40.5% |
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