+694.4%
WPM vs CLBK
+65.6%
+628.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.7% |
| 7D | -3.6% | -1.4% | -2.2% | -3.6% |
| 30D | +12.5% | +4.5% | +7.9% | +12.3% |
| 3M | +40.6% | +22.8% | +17.8% | +39.7% |
| 6M | +0.5% | +43.4% | -42.9% | -0.5% |
| YTD | +29.0% | +64.1% | -35.1% | +27.3% |
| 1Y | +43.8% | +67.6% | -23.8% | +41.9% |
| 3Y | +266.3% | +53.3% | +213.0% | +261.4% |
| 5Y | +255.1% | +44.8% | +210.3% | +248.3% |
| All | +694.4% | +65.6% | +628.8% | +685.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling