-24.8%
CCL vs IAU
+24.6%
-49.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.4% |
| 7D | -5.0% | -0.5% | -4.5% | -4.9% |
| 30D | -20.3% | +4.4% | -24.8% | -21.4% |
| 3M | -15.1% | -1.1% | -14.1% | -15.3% |
| 6M | -15.1% | -13.7% | -1.4% | -14.1% |
| YTD | -21.8% | +2.7% | -24.5% | -20.9% |
| 1Y | -24.8% | +24.6% | -49.4% | -19.2% |
| All | -24.8% | +24.6% | -49.3% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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