-49.5%
CELH vs IAU
+24.6%
-74.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -7.0% | -0.5% | -6.5% | -6.9% |
| 30D | +5.2% | +4.4% | +0.7% | +4.0% |
| 3M | +10.5% | -1.1% | +11.5% | +10.3% |
| 6M | -32.7% | -13.7% | -19.0% | -30.5% |
| YTD | -33.0% | +2.7% | -35.7% | -33.9% |
| 1Y | -49.5% | +24.6% | -74.2% | -38.8% |
| All | -49.5% | +24.6% | -74.1% | -38.8% |
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