-2.2%
IAU vs CVE
+59.5%
-61.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.6% |
| 7D | +2.8% | -10.0% | +12.8% | +2.8% |
| 30D | -4.0% | -11.9% | +7.9% | -4.0% |
| 3M | -8.2% | -5.9% | -2.3% | -8.6% |
| 6M | -14.8% | -1.6% | -13.2% | -15.3% |
| YTD | -6.7% | +66.3% | -73.0% | -16.1% |
| 1Y | -2.2% | +57.5% | -59.8% | -11.7% |
| All | -2.2% | +59.5% | -61.7% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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