+240.1%
GDXJ vs CB
+219.8%
+20.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | +0.9% | -0.5% | +1.5% | +1.0% |
| 30D | +8.8% | -3.1% | +11.9% | +9.3% |
| 3M | +29.8% | +4.2% | +25.7% | +28.7% |
| 6M | -5.8% | +4.7% | -10.5% | -6.9% |
| YTD | +13.6% | +8.8% | +4.8% | +11.4% |
| 1Y | +54.5% | +22.6% | +31.8% | +47.9% |
| 3Y | +301.4% | +70.6% | +230.8% | +260.8% |
| 5Y | +236.3% | +99.4% | +136.9% | +192.3% |
| 10Y | +240.1% | +223.5% | +16.6% | +159.4% |
| All | +240.1% | +219.8% | +20.3% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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