+185.4%
GDX vs RCL
+247.7%
-62.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +2.0% |
| 7D | +13.6% | +6.5% | +7.1% | +12.7% |
| 30D | +2.5% | +15.9% | -13.4% | +0.6% |
| 3M | +4.4% | +2.7% | +1.7% | +3.9% |
| 6M | -5.2% | +15.2% | -20.5% | -7.2% |
| YTD | +2.1% | +19.2% | -17.1% | -0.8% |
| 1Y | +24.7% | +31.6% | -6.9% | +19.9% |
| 3Y | +211.3% | +274.2% | -62.9% | +158.7% |
| All | +185.4% | +247.7% | -62.3% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling