+296.0%
GDX vs OXY
+7.5%
+288.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -2.2% | +2.8% | -5.0% | -2.4% |
| 30D | +6.8% | +5.5% | +1.3% | +6.3% |
| 3M | +24.9% | +11.3% | +13.6% | +23.7% |
| 6M | -4.2% | +11.6% | -15.8% | -5.7% |
| YTD | +13.2% | +51.6% | -38.4% | +8.3% |
| 1Y | +40.2% | +36.2% | +4.0% | +35.3% |
| 3Y | +249.6% | +1.7% | +247.9% | +244.2% |
| 5Y | +230.4% | +164.5% | +65.9% | +207.0% |
| All | +296.0% | +7.5% | +288.5% | +306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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