+227.7%
GDX vs CCJ
+346.5%
-118.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.2% |
| 7D | +4.0% | +5.9% | -2.0% | +2.1% |
| 30D | +9.5% | +4.7% | +4.8% | +8.0% |
| 3M | +25.1% | -3.3% | +28.4% | +26.3% |
| 6M | -2.9% | -7.0% | +4.1% | -0.7% |
| YTD | +14.7% | +11.5% | +3.3% | +12.4% |
| 1Y | +47.4% | +32.3% | +15.1% | +37.3% |
| 3Y | +259.7% | +176.8% | +82.9% | +169.5% |
| 5Y | +227.7% | +351.8% | -124.1% | +118.2% |
| All | +227.7% | +346.5% | -118.9% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 5y: compounded portfolio wealth divided by compounded CCJ 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…
5y analysis · Full analysis span regression · 6 months rolling