+296.1%
GDXJ vs CI
+4.2%
+291.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -1.2% |
| 7D | +4.3% | -2.0% | +6.3% | +4.3% |
| 30D | +8.4% | -1.8% | +10.2% | +8.5% |
| 3M | +25.5% | -4.2% | +29.7% | +25.5% |
| 6M | -6.3% | +2.7% | -9.0% | -6.4% |
| YTD | +12.1% | +1.9% | +10.2% | +12.3% |
| 1Y | +51.1% | -6.3% | +57.3% | +51.4% |
| 3Y | +296.1% | +3.9% | +292.2% | +286.3% |
| All | +296.1% | +4.2% | +291.8% | +286.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 3y: compounded portfolio wealth divided by compounded CI 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…
3y analysis · Full analysis span regression · 6 months rolling