+26.8%
CCL vs GDXJ
+34.8%
-8.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.2% | -8.1% | +6.9% | -0.1% |
| 30D | +13.1% | -5.5% | +18.6% | +13.9% |
| 3M | +3.4% | -14.6% | +17.9% | +5.2% |
| 6M | +18.7% | -23.2% | +41.9% | +22.1% |
| YTD | -2.3% | -13.0% | +10.7% | -1.5% |
| 1Y | +14.2% | +2.8% | +11.4% | +12.7% |
| 3Y | +133.6% | +221.5% | -87.9% | +98.1% |
| 5Y | +33.5% | +123.4% | -89.9% | +16.0% |
| 10Y | -32.8% | +238.2% | -270.9% | -44.0% |
| All | +26.8% | +34.8% | -8.1% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling