+121.7%
CELH vs IAU
+549.4%
-427.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -3.0% |
| 7D | -3.8% | +0.7% | -4.5% | -4.0% |
| 30D | +6.4% | +0.3% | +6.1% | +6.4% |
| 3M | +5.6% | +0.7% | +4.9% | +5.3% |
| 6M | -31.1% | -15.5% | -15.6% | -27.1% |
| YTD | -35.4% | +1.0% | -36.3% | -36.2% |
| 1Y | -46.9% | +19.6% | -66.4% | -50.8% |
| 3Y | -56.0% | +125.4% | -181.5% | -68.3% |
| 5Y | +1.2% | +140.7% | -139.5% | -29.8% |
| 10Y | +4,043.9% | +218.1% | +3,825.8% | +2,455.8% |
| All | +121.7% | +549.4% | -427.7% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling