+37.8%
GDXJ vs CCEP
+1,712.0%
-1,674.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -8.1% | +2.1% | -10.2% | -8.6% |
| 30D | -5.5% | +10.6% | -16.1% | -7.9% |
| 3M | -14.6% | +10.3% | -24.9% | -16.8% |
| 6M | -23.2% | +31.1% | -54.3% | -28.7% |
| YTD | -13.0% | +32.1% | -45.1% | -19.2% |
| 1Y | +2.8% | +32.8% | -30.1% | -4.8% |
| 3Y | +221.5% | +111.3% | +110.1% | +164.5% |
| 5Y | +123.4% | +147.5% | -24.1% | +75.2% |
| 10Y | +238.2% | +338.1% | -99.9% | +116.7% |
| All | +37.8% | +1,712.0% | -1,674.3% | -42.3% |
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 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