+60.3%
FCX vs GDXJ
+19.5%
+40.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.6% | -8.3% | -4.6% |
| 7D | -6.0% | -0.2% | -5.8% | -6.2% |
| 30D | -13.6% | -7.6% | -6.0% | -9.6% |
| 3M | -6.8% | +2.3% | -9.1% | -9.6% |
| 6M | +13.2% | -7.8% | +21.0% | +16.4% |
| YTD | +24.4% | -8.4% | +32.8% | +26.3% |
| 1Y | +60.3% | +21.8% | +38.5% | +36.7% |
| All | +60.3% | +19.5% | +40.8% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling