+11.3%
GDXJ vs CB
+30.5%
-19.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.5% | -5.2% |
| 7D | +11.8% | +0.7% | +11.1% | +12.2% |
| 30D | -7.1% | +8.2% | -15.3% | -2.9% |
| 3M | -10.5% | +6.3% | -16.8% | -7.4% |
| 6M | -15.5% | +16.2% | -31.7% | -7.1% |
| YTD | -6.6% | +19.3% | -25.9% | +4.9% |
| 1Y | +11.3% | +29.2% | -17.9% | +27.9% |
| All | +11.3% | +30.5% | -19.1% | +27.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling