-10.0%
CEG vs GDXJ
+45.5%
-55.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -4.8% | -2.8% | -1.9% | -4.1% |
| 30D | +2.3% | +5.0% | -2.6% | +0.8% |
| 3M | +15.6% | +24.1% | -8.5% | +8.8% |
| 6M | -5.0% | -7.4% | +2.3% | -5.5% |
| YTD | -19.0% | +10.2% | -29.3% | -24.3% |
| 1Y | -10.0% | +42.5% | -52.5% | -23.9% |
| All | -10.0% | +45.5% | -55.4% | -23.9% |
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