+48.9%
CIEN vs GDXJ
+19.5%
+29.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +9.6% | -18.9% | -13.6% |
| 7D | -25.0% | -0.2% | -24.9% | -25.3% |
| 30D | -30.1% | -7.6% | -22.5% | -27.5% |
| 3M | -33.8% | +2.3% | -36.1% | -35.6% |
| 6M | -49.4% | -7.8% | -41.6% | -48.6% |
| YTD | +16.4% | -8.4% | +24.8% | +8.6% |
| 1Y | +48.9% | +21.8% | +27.1% | +0.8% |
| All | +48.9% | +19.5% | +29.4% | +0.8% |
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 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