+482.4%
CSX vs GDXJ
+208.5%
+273.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.3% | -0.7% |
| 7D | +0.6% | +4.3% | -3.7% | +0.2% |
| 30D | -2.3% | +8.4% | -10.7% | -3.1% |
| 3M | +4.3% | +25.5% | -21.2% | +1.6% |
| 6M | +23.4% | -6.3% | +29.7% | +23.3% |
| YTD | +36.4% | +12.1% | +24.3% | +33.3% |
| 1Y | +53.0% | +51.1% | +2.0% | +44.5% |
| 3Y | +70.6% | +296.1% | -225.4% | +42.0% |
| 5Y | +65.5% | +228.1% | -162.6% | +38.3% |
| 10Y | +482.4% | +211.8% | +270.6% | +397.9% |
| All | +482.4% | +208.5% | +273.9% | +397.9% |
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