+626.9%
CEG vs GDXJ
+238.1%
+388.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.1% |
| 7D | +1.3% | +0.9% | +0.4% | +1.0% |
| 30D | +8.8% | +8.8% | 0.0% | +5.9% |
| 3M | +17.0% | +29.8% | -12.9% | +7.6% |
| 6M | -8.7% | -5.8% | -2.9% | -8.8% |
| YTD | -16.4% | +13.6% | -30.0% | -22.2% |
| 1Y | -1.8% | +54.5% | -56.2% | -17.5% |
| 3Y | +175.8% | +301.4% | -125.6% | +69.7% |
| All | +626.9% | +238.1% | +388.8% | +370.8% |
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