+1,605.0%
CNQ vs IAU
+856.1%
+748.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +0.1% | -2.0% | +2.1% | +1.0% |
| 30D | +6.2% | -1.5% | +7.7% | +6.7% |
| 3M | +12.4% | +3.3% | +9.1% | +10.2% |
| 6M | +9.0% | -16.2% | +25.3% | +16.5% |
| YTD | +52.2% | +0.7% | +51.5% | +48.1% |
| 1Y | +65.0% | +19.2% | +45.8% | +47.0% |
| 3Y | +78.8% | +124.4% | -45.6% | +15.7% |
| 5Y | +286.0% | +140.0% | +145.9% | +140.7% |
| 10Y | +420.7% | +218.9% | +201.8% | +171.5% |
| All | +1,605.0% | +856.1% | +748.8% | +266.0% |
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