+236.3%
GDXJ vs CCEP
+105.2%
+131.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +2.2% |
| 7D | +0.9% | -3.7% | +4.6% | +2.2% |
| 30D | +8.8% | -2.1% | +10.9% | +9.5% |
| 3M | +29.8% | +7.2% | +22.7% | +26.3% |
| 6M | -5.8% | +3.3% | -9.1% | -7.2% |
| YTD | +13.6% | +15.7% | -2.1% | +7.5% |
| 1Y | +54.5% | +16.6% | +37.9% | +45.3% |
| 3Y | +301.4% | +84.3% | +217.1% | +218.6% |
| 5Y | +236.3% | +109.0% | +127.3% | +150.3% |
| All | +236.3% | +105.2% | +131.1% | +150.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling