+1,137.1%
CSX vs GDXJ
+75.7%
+1,061.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.1% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | -3.1% | +17.9% | -20.9% | -4.9% |
| 3M | +7.2% | +15.3% | -8.1% | +5.0% |
| 6M | +16.2% | -9.4% | +25.6% | +16.5% |
| YTD | +37.5% | +13.4% | +24.1% | +34.0% |
| 1Y | +53.2% | +59.7% | -6.4% | +43.1% |
| 3Y | +68.2% | +283.6% | -215.3% | +39.6% |
| 5Y | +65.2% | +217.6% | -152.4% | +37.9% |
| 10Y | +504.1% | +225.7% | +278.5% | +379.8% |
| All | +1,137.1% | +75.7% | +1,061.5% | +873.2% |
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 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