+1.4%
CCL vs GDXJ
+75.7%
-74.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.5% |
| 7D | -5.0% | +0.2% | -5.2% | -5.1% |
| 30D | -20.3% | +17.9% | -38.2% | -22.2% |
| 3M | -15.1% | +15.3% | -30.4% | -17.0% |
| 6M | -15.1% | -9.4% | -5.7% | -14.6% |
| YTD | -21.8% | +13.4% | -35.2% | -23.8% |
| 1Y | -24.8% | +59.7% | -84.4% | -29.9% |
| 3Y | +51.9% | +283.6% | -231.7% | +25.7% |
| 5Y | +4.0% | +217.6% | -213.6% | -13.3% |
| 10Y | -42.2% | +225.7% | -267.9% | -52.7% |
| All | +1.4% | +75.7% | -74.2% | -17.3% |
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