+5.6%
CNC vs IAU
+139.7%
-134.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.6% |
| 7D | -0.9% | -2.0% | +1.1% | -1.0% |
| 30D | -1.0% | -1.5% | +0.6% | -1.0% |
| 3M | +4.5% | +3.3% | +1.3% | +4.5% |
| 6M | +85.2% | -16.2% | +101.5% | +84.2% |
| YTD | +61.4% | +0.7% | +60.7% | +61.8% |
| 1Y | +94.9% | +19.2% | +75.7% | +96.8% |
| 3Y | 0.0% | +124.4% | -124.4% | -1.6% |
| All | +5.6% | +139.7% | -134.1% | +4.7% |
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 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