+289.0%
GDX vs RCL
+344.6%
-55.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +4.0% | -0.5% | +4.4% | +4.0% |
| 30D | +9.5% | -17.3% | +26.8% | +11.2% |
| 3M | +25.1% | -2.8% | +27.8% | +25.3% |
| 6M | -2.9% | -4.4% | +1.5% | -2.7% |
| YTD | +14.7% | -4.2% | +18.9% | +14.7% |
| 1Y | +47.4% | -23.4% | +70.8% | +49.6% |
| 3Y | +259.7% | +179.4% | +80.3% | +226.5% |
| 5Y | +227.7% | +238.8% | -11.1% | +185.3% |
| 10Y | +289.0% | +350.2% | -61.2% | +196.3% |
| All | +289.0% | +344.6% | -55.6% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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