+508.5%
CVS vs IAU
+752.8%
-244.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +6.6% | -4.6% | +11.1% | +6.3% |
| 30D | -0.4% | -5.4% | +5.0% | -0.7% |
| 3M | -5.3% | -10.9% | +5.6% | -5.7% |
| 6M | -7.7% | -17.4% | +9.7% | -8.4% |
| YTD | +16.0% | -10.2% | +26.3% | +15.8% |
| 1Y | +16.2% | -7.1% | +23.3% | +16.2% |
| 3Y | +47.6% | +97.7% | -50.2% | +53.4% |
| 5Y | +12.3% | +105.3% | -93.0% | +17.0% |
| 10Y | +62.4% | +208.0% | -145.7% | +73.7% |
| All | +508.5% | +752.8% | -244.3% | +693.1% |
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 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