+21.8%
GDXJ vs CART
+61.3%
-39.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.6% | +8.1% | +9.4% |
| 7D | -0.2% | +1.4% | -1.5% | -0.3% |
| 30D | -7.6% | +29.7% | -37.3% | -10.5% |
| 3M | +2.3% | +29.7% | -27.4% | -1.0% |
| 6M | -7.8% | +36.8% | -44.6% | -11.3% |
| YTD | -8.4% | +31.7% | -40.0% | -12.7% |
| 1Y | +21.8% | +62.4% | -40.6% | +11.5% |
| All | +21.8% | +61.3% | -39.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling