-8.3%
CDE vs GDXJ
+69.0%
-77.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.0% | +0.8% | +1.2% |
| 7D | -6.1% | -6.2% | +0.2% | +0.8% |
| 30D | +9.5% | +4.6% | +4.8% | +4.1% |
| 3M | +32.0% | +31.3% | +0.7% | -1.5% |
| 6M | -12.8% | -10.7% | -2.1% | 0.0% |
| YTD | +14.2% | +9.1% | +5.1% | +6.5% |
| 1Y | +36.3% | +44.1% | -7.8% | -4.3% |
| 3Y | +821.4% | +285.4% | +536.0% | +149.8% |
| 5Y | +194.3% | +228.4% | -34.1% | +2.9% |
| 10Y | +53.2% | +226.5% | -173.3% | -40.0% |
| All | -8.3% | +69.0% | -77.2% | -39.7% |
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