-16.9%
CRDO vs IAU
+2.6%
-19.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +3.7% | -13.2% | -11.6% |
| 7D | -21.4% | -0.3% | -21.2% | -21.3% |
| 30D | -35.8% | -1.9% | -33.9% | -34.8% |
| 3M | -42.6% | -0.4% | -42.2% | -42.0% |
| 6M | -24.2% | -10.1% | -14.1% | -19.6% |
| YTD | -5.1% | -5.9% | +0.8% | +1.3% |
| 1Y | -16.9% | +2.9% | -19.8% | -28.2% |
| All | -16.9% | +2.6% | -19.5% | -28.2% |
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