+725.5%
CNP vs IAU
+875.8%
-150.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.7% |
| 7D | +1.1% | -0.5% | +1.6% | +1.1% |
| 30D | -1.8% | +4.4% | -6.3% | -2.3% |
| 3M | -4.6% | -1.1% | -3.6% | -4.6% |
| 6M | -8.8% | -13.7% | +4.9% | -7.6% |
| YTD | +5.2% | +2.7% | +2.5% | +4.5% |
| 1Y | +8.3% | +24.6% | -16.3% | +5.3% |
| 3Y | +54.9% | +126.8% | -72.0% | +41.1% |
| 5Y | +73.5% | +139.5% | -66.0% | +57.0% |
| 10Y | +139.1% | +226.3% | -87.1% | +112.3% |
| All | +725.5% | +875.8% | -150.3% | +645.8% |
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 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