+464.9%
AXP vs GDXJ
+208.5%
+256.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | +0.6% | +4.3% | -3.7% | +0.1% |
| 30D | -4.3% | +8.4% | -12.8% | -5.3% |
| 3M | +4.7% | +25.5% | -20.8% | +1.7% |
| 6M | +9.0% | -6.3% | +15.3% | +8.9% |
| YTD | -11.1% | +12.1% | -23.2% | -13.5% |
| 1Y | +1.3% | +51.1% | -49.8% | -5.2% |
| 3Y | +114.5% | +296.1% | -181.6% | +75.5% |
| 5Y | +118.0% | +228.1% | -110.1% | +79.0% |
| 10Y | +464.9% | +211.8% | +253.1% | +372.2% |
| All | +464.9% | +208.5% | +256.5% | +372.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling