+46.7%
CVX vs IAU
-6.5%
+53.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +1.0% |
| 7D | +1.6% | -5.5% | +7.1% | +0.8% |
| 30D | -0.6% | -7.0% | +6.3% | -1.4% |
| 3M | +11.0% | -12.3% | +23.3% | +9.4% |
| 6M | +18.4% | -17.9% | +36.4% | +16.5% |
| YTD | +45.9% | -10.3% | +56.2% | +35.2% |
| 1Y | +46.7% | -7.9% | +54.6% | +33.3% |
| All | +46.7% | -6.5% | +53.1% | +33.3% |
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