+4,790.0%
CDNS vs GDXJ
+73.6%
+4,716.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.8% | -2.8% |
| 7D | -9.2% | +4.3% | -13.5% | -9.8% |
| 30D | -16.3% | +8.4% | -24.7% | -17.2% |
| 3M | -27.9% | +25.5% | -53.5% | -30.4% |
| 6M | -4.3% | -6.3% | +2.0% | -4.3% |
| YTD | -9.1% | +12.1% | -21.2% | -11.6% |
| 1Y | -21.2% | +51.1% | -72.3% | -26.7% |
| 3Y | +19.4% | +296.1% | -276.7% | -3.4% |
| 5Y | +71.6% | +228.1% | -156.5% | +40.1% |
| 10Y | +1,005.1% | +211.8% | +793.3% | +776.7% |
| All | +4,790.0% | +73.6% | +4,716.4% | +3,895.0% |
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