+38.6%
GDXJ vs CCEP
+1,687.0%
-1,648.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -4.5% |
| 7D | -4.9% | -0.3% | -4.6% | -4.9% |
| 30D | -10.0% | +11.0% | -20.9% | -12.4% |
| 3M | -16.6% | +9.2% | -25.8% | -18.6% |
| 6M | -23.3% | +27.2% | -50.5% | -28.2% |
| YTD | -12.4% | +30.3% | -42.7% | -18.5% |
| 1Y | +0.5% | +28.7% | -28.2% | -6.2% |
| 3Y | +220.5% | +109.4% | +111.1% | +164.3% |
| 5Y | +124.7% | +144.1% | -19.4% | +76.9% |
| 10Y | +240.2% | +332.0% | -91.8% | +118.8% |
| All | +38.6% | +1,687.0% | -1,648.4% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling