+236.3%
GDXJ vs CB
+98.0%
+138.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.1% |
| 3M | +29.8% | +4.2% | +25.7% | +28.8% |
| 6M | -5.8% | +4.7% | -10.5% | -6.8% |
| YTD | +13.6% | +8.8% | +4.8% | +11.5% |
| 1Y | +54.5% | +22.6% | +31.8% | +47.6% |
| 3Y | +301.4% | +70.6% | +230.8% | +256.0% |
| 5Y | +236.3% | +99.4% | +136.9% | +181.9% |
| All | +236.3% | +98.0% | +138.4% | +181.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling