-16.1%
CEG vs IAU
-8.1%
-8.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +12.1% | -4.6% | +16.7% | +13.8% |
| 30D | +0.2% | -5.4% | +5.7% | +2.1% |
| 3M | +0.7% | -10.9% | +11.6% | +4.4% |
| 6M | +2.2% | -17.4% | +19.6% | +7.5% |
| YTD | -20.3% | -10.2% | -10.1% | -15.2% |
| 1Y | -16.1% | -7.1% | -9.0% | -13.7% |
| All | -16.1% | -8.1% | -8.0% | -13.7% |
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