+6.1%
CMCSA vs GDXJ
+237.3%
-231.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -0.9% | +0.1% |
| 7D | -4.9% | -2.8% | -2.1% | -4.7% |
| 30D | -1.1% | +5.0% | -6.0% | -1.4% |
| 3M | +6.6% | +24.1% | -17.5% | +5.0% |
| 6M | -15.5% | -7.4% | -8.1% | -15.4% |
| YTD | -6.7% | +10.2% | -16.9% | -8.0% |
| 1Y | -15.6% | +42.5% | -58.1% | -18.5% |
| 3Y | -33.7% | +285.7% | -319.4% | -41.3% |
| 5Y | -46.6% | +231.9% | -278.5% | -52.8% |
| All | +6.1% | +237.3% | -231.2% | -5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling