+60.7%
COP vs GDXJ
+19.5%
+41.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +9.6% | -14.8% | -4.0% |
| 7D | -8.1% | -0.2% | -8.0% | -7.9% |
| 30D | +6.7% | -7.6% | +14.2% | +6.3% |
| 3M | +16.9% | +2.3% | +14.6% | +18.3% |
| 6M | +11.2% | -7.8% | +19.0% | +12.1% |
| YTD | +49.5% | -8.4% | +57.9% | +47.5% |
| 1Y | +60.7% | +21.8% | +38.9% | +54.6% |
| All | +60.7% | +19.5% | +41.2% | +54.6% |
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