+26.0%
C vs GDXJ
+19.5%
+6.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.6% | -8.0% | +0.2% |
| 7D | +1.1% | -0.2% | +1.2% | +1.0% |
| 30D | -2.4% | -7.6% | +5.2% | -1.4% |
| 3M | -8.4% | +2.3% | -10.6% | -9.4% |
| 6M | +0.3% | -7.8% | +8.2% | 0.0% |
| YTD | +9.1% | -8.4% | +17.5% | +5.4% |
| 1Y | +26.0% | +21.8% | +4.3% | +12.1% |
| All | +26.0% | +19.5% | +6.6% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling