+21.8%
GDXJ vs CDW
+13.2%
+8.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +12.7% | -3.1% | +10.1% |
| 7D | -0.2% | +3.7% | -3.9% | -0.5% |
| 30D | -7.6% | +26.0% | -33.6% | -5.9% |
| 3M | +2.3% | +10.1% | -7.8% | +2.6% |
| 6M | -7.8% | +26.1% | -33.9% | -4.6% |
| YTD | -8.4% | +25.9% | -34.2% | -1.5% |
| 1Y | +21.8% | +21.5% | +0.2% | +33.4% |
| All | +21.8% | +13.2% | +8.6% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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