+204.7%
GLDM vs CPB
-25.0%
+229.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.0% | +0.1% |
| 7D | -4.6% | -1.6% | -3.1% | -4.6% |
| 30D | -5.5% | +19.2% | -24.7% | -5.8% |
| 3M | -10.9% | -0.9% | -9.9% | -10.8% |
| 6M | -17.3% | +15.2% | -32.6% | -17.7% |
| YTD | -10.2% | -13.1% | +2.9% | -9.8% |
| 1Y | -6.9% | -22.4% | +15.5% | -6.3% |
| 3Y | +98.7% | -35.3% | +134.0% | +100.6% |
| 5Y | +106.7% | -33.0% | +139.7% | +107.8% |
| All | +204.7% | -25.0% | +229.6% | +209.4% |
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