+228.4%
GDXJ vs CLBK
+41.8%
+186.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.0% |
| 7D | -6.2% | -1.4% | -4.9% | -6.2% |
| 30D | +4.6% | +4.5% | +0.1% | +4.4% |
| 3M | +31.3% | +22.8% | +8.5% | +29.8% |
| 6M | -10.7% | +43.4% | -54.1% | -12.3% |
| YTD | +9.1% | +64.1% | -55.0% | +6.6% |
| 1Y | +44.1% | +67.6% | -23.4% | +40.8% |
| 3Y | +285.4% | +53.3% | +232.1% | +277.2% |
| 5Y | +228.4% | +44.8% | +183.6% | +230.5% |
| All | +228.4% | +41.8% | +186.5% | +230.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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