+211.8%
GDXJ vs CPB
-45.5%
+257.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.3% | +0.3% | -3.4% |
| 7D | -6.2% | -5.4% | -0.8% | -5.5% |
| 30D | +4.6% | -7.8% | +12.5% | +5.7% |
| 3M | +31.3% | -6.9% | +38.2% | +32.2% |
| 6M | -10.7% | -12.2% | +1.5% | -9.4% |
| YTD | +9.1% | -21.1% | +30.1% | +12.3% |
| 1Y | +44.1% | -33.5% | +77.6% | +52.1% |
| 3Y | +285.4% | -43.2% | +328.6% | +311.8% |
| 5Y | +228.4% | -40.9% | +269.3% | +244.7% |
| All | +211.8% | -45.5% | +257.3% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling