+3,038.3%
CLS vs IAU
+221.5%
+2,816.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | +20.1% | +0.2% | +19.9% | +20.0% |
| 30D | +6.0% | +0.2% | +5.8% | +6.0% |
| 3M | -10.3% | +3.3% | -13.6% | -11.5% |
| 6M | +24.5% | -14.6% | +39.1% | +31.7% |
| YTD | +12.9% | +1.9% | +11.0% | +13.0% |
| 1Y | +36.7% | +20.9% | +15.8% | +30.0% |
| 3Y | +1,328.1% | +127.5% | +1,200.6% | +1,023.5% |
| 5Y | +3,682.3% | +141.9% | +3,540.4% | +2,788.8% |
| 10Y | +3,038.3% | +222.8% | +2,815.5% | +2,282.7% |
| All | +3,038.3% | +221.5% | +2,816.8% | +2,282.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling