-29.6%
CLS vs GDXJ
+19.5%
-49.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +9.6% | -18.7% | -13.9% |
| 7D | -21.1% | -0.2% | -21.0% | -21.4% |
| 30D | -38.2% | -7.6% | -30.6% | -35.6% |
| 3M | -36.3% | +2.3% | -38.6% | -38.0% |
| 6M | -43.8% | -7.8% | -36.0% | -42.9% |
| YTD | -20.0% | -8.4% | -11.6% | -25.7% |
| 1Y | -29.6% | +21.8% | -51.4% | -58.6% |
| All | -29.6% | +19.5% | -49.1% | -58.6% |
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