+261.1%
RCL vs IAU
+120.1%
+141.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +6.5% | +4.7% | +1.8% | +5.8% |
| 30D | +15.9% | -0.9% | +16.8% | +16.0% |
| 3M | +2.7% | -4.4% | +7.0% | +3.2% |
| 6M | +15.2% | -13.5% | +28.7% | +17.1% |
| YTD | +19.2% | -5.9% | +25.1% | +21.6% |
| 1Y | +31.6% | +1.9% | +29.7% | +34.1% |
| 3Y | +274.2% | +104.1% | +170.1% | +251.4% |
| All | +261.1% | +120.1% | +141.0% | +197.6% |
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