+738.2%
RCL vs IAU
+810.1%
-72.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +3.0% |
| 7D | +5.0% | +4.9% | +0.1% | +5.0% |
| 30D | +19.4% | -1.4% | +20.8% | +19.3% |
| 3M | +5.9% | -4.8% | +10.7% | +5.8% |
| 6M | +23.8% | -12.5% | +36.3% | +23.4% |
| YTD | +22.8% | -4.2% | +27.0% | +23.2% |
| 1Y | +34.3% | +3.1% | +31.1% | +35.1% |
| 3Y | +276.4% | +110.0% | +166.4% | +290.7% |
| 5Y | +281.6% | +123.1% | +158.5% | +296.3% |
| 10Y | +379.0% | +216.7% | +162.3% | +408.4% |
| All | +738.2% | +810.1% | -72.0% | +713.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling