+1,980.9%
CLS vs GDXJ
+123.6%
+1,857.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | +16.3% | -8.1% | +24.4% | +19.7% |
| 30D | -25.7% | -5.5% | -20.2% | -24.5% |
| 3M | -30.9% | -14.6% | -16.3% | -27.3% |
| 6M | -35.5% | -23.2% | -12.3% | -30.0% |
| YTD | -18.7% | -13.0% | -5.7% | -16.2% |
| 1Y | -17.9% | +2.8% | -20.7% | -19.9% |
| 3Y | +838.1% | +221.5% | +616.6% | +534.9% |
| All | +1,980.9% | +123.6% | +1,857.3% | +1,539.3% |
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