+46.9%
CVX vs IAU
-8.1%
+55.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.7% |
| 7D | +3.4% | -4.6% | +8.0% | +2.7% |
| 30D | -1.0% | -5.4% | +4.5% | -1.6% |
| 3M | +12.2% | -10.9% | +23.1% | +10.8% |
| 6M | +20.3% | -17.4% | +37.7% | +18.5% |
| YTD | +48.3% | -10.2% | +58.5% | +36.7% |
| 1Y | +46.9% | -7.1% | +54.0% | +31.6% |
| All | +46.9% | -8.1% | +55.0% | +31.6% |
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