+136.3%
GDXJ vs CI
+52.1%
+84.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | +0.3% | -1.3% | +1.6% | +0.3% |
| 30D | -7.4% | +6.4% | -13.8% | -7.9% |
| 3M | -11.9% | +10.7% | -22.6% | -12.7% |
| 6M | -19.3% | +5.5% | -24.8% | -19.8% |
| YTD | -8.1% | +11.4% | -19.5% | -9.1% |
| 1Y | +9.1% | +15.0% | -6.0% | +7.6% |
| 3Y | +236.2% | +9.0% | +227.2% | +229.0% |
| 5Y | +136.3% | +52.0% | +84.4% | +107.9% |
| All | +136.3% | +52.1% | +84.2% | +107.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling