+225.3%
GLDM vs CPB
-24.7%
+250.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.0% | +1.9% |
| 7D | +5.0% | +3.3% | +1.7% | +4.9% |
| 30D | -1.3% | +19.0% | -20.3% | -1.6% |
| 3M | -4.7% | +0.4% | -5.1% | -4.7% |
| 6M | -12.4% | +13.0% | -25.4% | -12.7% |
| YTD | -4.1% | -12.7% | +8.7% | -3.7% |
| 1Y | +3.3% | -20.9% | +24.2% | +4.0% |
| 3Y | +110.9% | -35.4% | +146.3% | +113.0% |
| 5Y | +124.8% | -32.3% | +157.1% | +125.8% |
| All | +225.3% | -24.7% | +250.0% | +230.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling