+48.0%
CVX vs WPM
+273.6%
-225.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.9% |
| 7D | +1.0% | +3.9% | -2.9% | +1.1% |
| 30D | +10.7% | +17.7% | -7.0% | +11.1% |
| 3M | +15.5% | +39.4% | -23.9% | +16.4% |
| 6M | +14.9% | +6.4% | +8.5% | +16.1% |
| YTD | +44.2% | +34.0% | +10.2% | +43.4% |
| 1Y | +43.5% | +50.5% | -7.0% | +41.5% |
| All | +48.0% | +273.6% | -225.6% | +35.6% |
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 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