+226.7%
GDX vs SCCO
+313.8%
-87.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.2% | +3.8% | +0.4% |
| 7D | -5.4% | -2.7% | -2.7% | -4.2% |
| 30D | +6.6% | -0.2% | +6.7% | +6.4% |
| 3M | +30.1% | +17.8% | +12.3% | +18.8% |
| 6M | -7.1% | +2.3% | -9.4% | -8.8% |
| YTD | +12.0% | +41.6% | -29.6% | -6.6% |
| 1Y | +41.2% | +101.9% | -60.7% | -0.6% |
| 3Y | +251.0% | +186.2% | +64.8% | +98.7% |
| 5Y | +226.7% | +309.7% | -82.9% | +47.8% |
| All | +226.7% | +313.8% | -87.0% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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