+310.1%
GDX vs CPB
-39.9%
+350.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.5% |
| 7D | +15.6% | +3.3% | +12.3% | +15.2% |
| 30D | +2.4% | +19.0% | -16.6% | +0.5% |
| 3M | +1.7% | +0.4% | +1.3% | +1.6% |
| 6M | -3.3% | +13.0% | -16.3% | -5.0% |
| YTD | +6.6% | -12.7% | +19.4% | +8.0% |
| 1Y | +27.0% | -20.9% | +47.9% | +30.0% |
| 3Y | +243.4% | -35.4% | +278.8% | +257.3% |
| 5Y | +194.2% | -32.3% | +226.5% | +202.0% |
| 10Y | +310.1% | -40.5% | +350.7% | +310.0% |
| All | +310.1% | -39.9% | +350.1% | +310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling