+310.1%
GDX vs RCL
+396.5%
-86.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.0% | +1.4% | +4.1% |
| 7D | +15.6% | +5.0% | +10.6% | +15.1% |
| 30D | +2.4% | +19.4% | -16.9% | +0.9% |
| 3M | +1.7% | +5.9% | -4.2% | +1.1% |
| 6M | -3.3% | +23.8% | -27.1% | -5.2% |
| YTD | +6.6% | +22.8% | -16.2% | +4.3% |
| 1Y | +27.0% | +34.3% | -7.3% | +23.3% |
| 3Y | +243.4% | +276.4% | -33.1% | +204.0% |
| 5Y | +194.2% | +281.6% | -87.4% | +152.6% |
| 10Y | +310.1% | +379.0% | -68.9% | +230.4% |
| All | +310.1% | +396.5% | -86.4% | +230.4% |
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