+1,178.9%
CSX vs GDXJ
+44.7%
+1,134.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.0% | +7.2% | +1.8% |
| 7D | +0.7% | +11.8% | -11.1% | -0.6% |
| 30D | +8.1% | -7.1% | +15.2% | +8.7% |
| 3M | +2.2% | -10.5% | +12.7% | +3.0% |
| 6M | +14.6% | -15.5% | +30.1% | +15.6% |
| YTD | +42.2% | -6.6% | +48.8% | +41.0% |
| 1Y | +47.3% | +11.3% | +36.0% | +43.1% |
| 3Y | +73.5% | +242.0% | -168.4% | +45.3% |
| 5Y | +54.1% | +147.7% | -93.6% | +31.8% |
| 10Y | +409.0% | +233.7% | +175.3% | +302.1% |
| All | +1,178.9% | +44.7% | +1,134.2% | +924.0% |
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