+1,129.9%
CSX vs GDXJ
+46.7%
+1,083.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -3.7% |
| 7D | -5.5% | +13.4% | -19.0% | -6.8% |
| 30D | +4.9% | -1.3% | +6.2% | +4.9% |
| 3M | -2.9% | -1.5% | -1.3% | -3.1% |
| 6M | +8.3% | -12.2% | +20.6% | +8.9% |
| YTD | +36.7% | -5.3% | +42.0% | +35.4% |
| 1Y | +41.5% | +22.0% | +19.5% | +36.0% |
| 3Y | +68.6% | +224.9% | -156.3% | +42.1% |
| 5Y | +48.4% | +160.6% | -112.2% | +26.3% |
| 10Y | +446.6% | +203.0% | +243.6% | +336.7% |
| All | +1,129.9% | +46.7% | +1,083.2% | +883.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling