-31.9%
CEG vs GDXJ
+19.5%
-51.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +9.6% | -16.3% | -8.9% |
| 7D | -4.8% | -0.2% | -4.6% | -4.9% |
| 30D | -8.2% | -7.6% | -0.6% | -6.4% |
| 3M | -7.9% | +2.3% | -10.2% | -8.9% |
| 6M | -23.2% | -7.8% | -15.4% | -22.6% |
| YTD | -30.1% | -8.4% | -21.8% | -32.7% |
| 1Y | -31.9% | +21.8% | -53.7% | -45.1% |
| All | -31.9% | +19.5% | -51.4% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling