+44.1%
GDXJ vs CCEP
+16.3%
+27.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | -6.2% | -5.7% | -0.5% | -5.2% |
| 30D | +4.6% | -3.4% | +8.0% | +5.3% |
| 3M | +31.3% | +5.5% | +25.8% | +29.7% |
| 6M | -10.7% | +2.2% | -12.9% | -11.8% |
| YTD | +9.1% | +14.6% | -5.6% | +13.4% |
| 1Y | +44.1% | +18.9% | +25.2% | +53.9% |
| All | +44.1% | +16.3% | +27.8% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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