+172.2%
CVX vs WPM
+261.4%
-89.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.8% |
| 7D | +1.0% | +3.9% | -2.9% | +0.7% |
| 30D | +10.7% | +17.7% | -7.0% | +9.3% |
| 3M | +15.5% | +39.4% | -23.9% | +12.4% |
| 6M | +14.9% | +6.4% | +8.5% | +14.4% |
| YTD | +44.2% | +34.0% | +10.2% | +37.9% |
| 1Y | +43.5% | +50.5% | -7.0% | +34.3% |
| 3Y | +45.0% | +280.3% | -235.3% | +10.6% |
| 5Y | +172.2% | +266.3% | -94.2% | +101.6% |
| All | +172.2% | +261.4% | -89.2% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling