+265.4%
WPM vs COPX
+163.4%
+102.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -0.6% | -2.3% | +1.8% | +0.7% |
| 30D | +14.4% | +0.3% | +14.2% | +14.4% |
| 3M | +37.0% | +6.8% | +30.2% | +31.9% |
| 6M | +4.1% | +7.9% | -3.8% | -0.3% |
| YTD | +31.7% | +23.7% | +8.0% | +18.1% |
| 1Y | +44.2% | +71.5% | -27.4% | +9.0% |
| 3Y | +265.5% | +149.1% | +116.4% | +119.1% |
| All | +265.4% | +163.4% | +102.0% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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