+216.7%
IAU vs LSCC
+1,398.6%
-1,181.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +8.4% | -6.6% | +1.5% |
| 7D | +4.9% | +19.3% | -14.4% | +4.2% |
| 30D | -1.4% | -9.6% | +8.3% | -1.1% |
| 3M | -4.8% | -12.4% | +7.6% | -4.5% |
| 6M | -12.5% | -10.5% | -2.0% | -12.4% |
| YTD | -4.2% | +54.8% | -59.0% | -5.5% |
| 1Y | +3.1% | +79.4% | -76.3% | +1.3% |
| 3Y | +110.0% | +109.6% | +0.4% | +104.4% |
| 5Y | +123.1% | +40.4% | +82.7% | +117.2% |
| 10Y | +216.7% | +1,379.1% | -1,162.4% | +196.4% |
| All | +216.7% | +1,398.6% | -1,181.9% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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