-24.2%
CORZ vs IAU
-2.6%
-21.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.8% | +4.8% |
| 7D | -7.8% | +2.8% | -10.6% | -9.8% |
| 30D | -14.8% | -4.0% | -10.8% | -12.4% |
| 3M | -32.5% | -8.2% | -24.3% | -28.5% |
| 6M | -42.7% | -14.8% | -27.9% | -37.2% |
| YTD | -9.8% | -6.7% | -3.1% | -6.8% |
| All | -24.2% | -2.6% | -21.5% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling