+166.0%
CVX vs IAU
+139.7%
+26.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.7% |
| 7D | -0.6% | +0.7% | -1.3% | -0.7% |
| 30D | +13.4% | +0.3% | +13.1% | +13.3% |
| 3M | +11.8% | +0.7% | +11.1% | +11.7% |
| 6M | +12.4% | -15.5% | +27.9% | +15.0% |
| YTD | +41.5% | +1.0% | +40.5% | +38.4% |
| 1Y | +41.6% | +19.6% | +22.0% | +32.9% |
| 3Y | +42.2% | +125.4% | -83.2% | +7.7% |
| 5Y | +166.0% | +140.7% | +25.2% | +101.6% |
| All | +166.0% | +139.7% | +26.3% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling