+189.0%
CDE vs GDXJ
+229.9%
-41.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | -0.2% |
| 7D | -3.1% | -2.8% | -0.3% | +0.5% |
| 30D | +9.5% | +5.0% | +4.5% | +2.4% |
| 3M | +25.5% | +24.1% | +1.4% | -5.6% |
| 6M | -7.9% | -7.4% | -0.5% | +1.6% |
| YTD | +15.6% | +10.2% | +5.3% | +0.6% |
| 1Y | +34.0% | +42.5% | -8.5% | -16.8% |
| 3Y | +791.9% | +285.7% | +506.2% | +52.6% |
| All | +189.0% | +229.9% | -41.0% | -33.4% |
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