+74.5%
CSX vs IAU
+110.6%
-36.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.8% | +0.9% | +2.7% |
| 7D | -2.2% | +4.9% | -7.1% | -2.5% |
| 30D | +6.8% | -1.4% | +8.2% | +6.8% |
| 3M | +0.7% | -4.8% | +5.5% | +0.9% |
| 6M | +13.3% | -12.5% | +25.7% | +14.0% |
| YTD | +40.5% | -4.2% | +44.7% | +42.1% |
| 1Y | +44.7% | +3.1% | +41.6% | +46.6% |
| 3Y | +74.5% | +110.0% | -35.5% | +62.9% |
| All | +74.5% | +110.6% | -36.1% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling