+3,682.3%
CLS vs GDXJ
+229.7%
+3,452.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.6% |
| 7D | +20.1% | +0.9% | +19.2% | +19.7% |
| 30D | +6.0% | +8.8% | -2.8% | +2.5% |
| 3M | -10.3% | +29.8% | -40.1% | -19.4% |
| 6M | +24.5% | -5.8% | +30.3% | +25.1% |
| YTD | +12.9% | +13.6% | -0.7% | +5.9% |
| 1Y | +36.7% | +54.5% | -17.8% | +16.3% |
| 3Y | +1,328.1% | +301.4% | +1,026.7% | +788.1% |
| 5Y | +3,682.3% | +236.3% | +3,446.0% | +2,341.6% |
| All | +3,682.3% | +229.7% | +3,452.6% | +2,341.6% |
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 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