+425.8%
CVX vs GDXJ
+73.6%
+352.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +0.7% |
| 7D | -0.6% | +4.3% | -4.9% | -1.2% |
| 30D | +13.4% | +8.4% | +5.0% | +12.1% |
| 3M | +11.8% | +25.5% | -13.7% | +7.8% |
| 6M | +12.4% | -6.3% | +18.8% | +11.8% |
| YTD | +41.5% | +12.1% | +29.4% | +36.2% |
| 1Y | +41.6% | +51.1% | -9.4% | +29.6% |
| 3Y | +42.2% | +296.1% | -253.8% | +10.3% |
| 5Y | +166.0% | +228.1% | -62.1% | +108.9% |
| 10Y | +207.2% | +211.8% | -4.6% | +130.6% |
| All | +425.8% | +73.6% | +352.1% | +298.7% |
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