+194.3%
CDE vs IAU
+138.0%
+56.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | +0.6% |
| 7D | -6.1% | -3.4% | -2.7% | +1.2% |
| 30D | +9.5% | -1.1% | +10.6% | +12.4% |
| 3M | +32.0% | +5.8% | +26.2% | +19.0% |
| 6M | -12.8% | -16.9% | +4.2% | +36.0% |
| YTD | +14.2% | +0.1% | +14.1% | +13.7% |
| 1Y | +36.3% | +18.4% | +17.9% | -8.1% |
| 3Y | +821.4% | +123.6% | +697.8% | +15.0% |
| 5Y | +194.3% | +138.7% | +55.5% | -67.5% |
| All | +194.3% | +138.0% | +56.3% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling