+56.1%
CDE vs IAU
+220.2%
-164.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | -0.1% |
| 7D | -3.1% | -2.0% | -1.1% | +1.7% |
| 30D | +9.5% | -1.5% | +11.0% | +13.8% |
| 3M | +25.5% | +3.3% | +22.2% | +18.1% |
| 6M | -7.9% | -16.2% | +8.3% | +46.8% |
| YTD | +15.6% | +0.7% | +14.9% | +12.2% |
| 1Y | +34.0% | +19.2% | +14.8% | -15.5% |
| 3Y | +791.9% | +124.4% | +667.5% | 0.0% |
| 5Y | +197.7% | +140.0% | +57.7% | -70.3% |
| All | +56.1% | +220.2% | -164.1% | -91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling