+746.1%
CNP vs IAU
+793.8%
-47.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | -4.2% | +4.7% | -8.9% | -4.6% |
| 30D | +5.5% | -0.9% | +6.4% | +5.6% |
| 3M | +0.6% | -4.4% | +4.9% | +0.9% |
| 6M | -2.8% | -13.5% | +10.7% | -1.6% |
| YTD | +7.9% | -5.9% | +13.8% | +7.9% |
| 1Y | +6.7% | +1.9% | +4.8% | +5.8% |
| 3Y | +61.1% | +104.1% | -42.9% | +48.3% |
| 5Y | +73.0% | +121.0% | -48.0% | +57.7% |
| 10Y | +141.9% | +204.1% | -62.2% | +116.3% |
| All | +746.1% | +793.8% | -47.6% | +670.3% |
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