+79.5%
GDXJ vs CCEP
+1,516.3%
-1,436.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.7% |
| 7D | +0.2% | -3.1% | +3.2% | +1.0% |
| 30D | +17.9% | -2.6% | +20.5% | +18.6% |
| 3M | +15.3% | +14.9% | +0.4% | +11.0% |
| 6M | -9.4% | +2.3% | -11.7% | -10.1% |
| YTD | +13.4% | +17.8% | -4.4% | +8.5% |
| 1Y | +59.7% | +24.2% | +35.4% | +50.3% |
| 3Y | +283.6% | +84.7% | +198.8% | +226.7% |
| 5Y | +217.6% | +103.2% | +114.4% | +161.4% |
| 10Y | +225.7% | +257.4% | -31.7% | +122.3% |
| All | +79.5% | +1,516.3% | -1,436.7% | -22.5% |
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