+61.0%
CSCO vs GDXJ
+47.3%
+13.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | -1.4% |
| 7D | -1.1% | -6.2% | +5.1% | -0.5% |
| 30D | -10.8% | +4.6% | -15.4% | -11.2% |
| 3M | -9.2% | +31.3% | -40.5% | -11.9% |
| 6M | +39.5% | -10.7% | +50.2% | +40.4% |
| YTD | +41.5% | +9.1% | +32.4% | +41.0% |
| 1Y | +61.0% | +44.1% | +16.8% | +56.5% |
| All | +61.0% | +47.3% | +13.7% | +56.5% |
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