-35.9%
AAL vs GDXJ
+229.7%
-265.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -1.3% | +0.9% | -2.2% | -1.5% |
| 30D | -13.7% | +8.8% | -22.5% | -15.3% |
| 3M | -8.2% | +29.8% | -38.0% | -13.1% |
| 6M | +13.1% | -5.8% | +18.9% | +12.8% |
| YTD | -15.6% | +13.6% | -29.2% | -19.2% |
| 1Y | +1.4% | +54.5% | -53.1% | -8.6% |
| 3Y | -7.4% | +301.4% | -308.8% | -32.8% |
| 5Y | -35.9% | +236.3% | -272.3% | -52.7% |
| All | -35.9% | +229.7% | -265.6% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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