+555.6%
CRH vs IAU
+856.1%
-300.5%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -6.1% | -2.0% | -4.0% | -5.7% |
| 30D | -9.3% | -1.5% | -7.7% | -9.1% |
| 3M | -15.2% | +3.3% | -18.5% | -15.6% |
| 6M | -14.2% | -16.2% | +2.0% | -12.0% |
| YTD | -28.3% | +0.7% | -28.9% | -28.4% |
| 1Y | -21.8% | +19.2% | -41.0% | -23.9% |
| 3Y | +71.6% | +124.4% | -52.8% | +51.3% |
| 5Y | +96.6% | +140.0% | -43.4% | +70.9% |
| 10Y | +253.8% | +218.9% | +34.9% | +196.9% |
| All | +555.6% | +856.1% | -300.5% | +282.5% |
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