+749.3%
CNP vs IAU
+810.1%
-60.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | +0.2% |
| 7D | -4.3% | +4.9% | -9.2% | -4.7% |
| 30D | +5.7% | -1.4% | +7.1% | +5.8% |
| 3M | +0.9% | -4.8% | +5.7% | +1.3% |
| 6M | -1.1% | -12.5% | +11.4% | +0.1% |
| YTD | +8.3% | -4.2% | +12.4% | +8.1% |
| 1Y | +5.9% | +3.1% | +2.8% | +4.9% |
| 3Y | +64.6% | +110.0% | -45.4% | +51.1% |
| 5Y | +74.6% | +123.1% | -48.5% | +59.0% |
| 10Y | +139.8% | +216.7% | -76.8% | +113.9% |
| All | +749.3% | +810.1% | -60.9% | +671.9% |
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