+236.3%
GDXJ vs CPB
-38.1%
+274.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.3% |
| 7D | +0.9% | -8.0% | +8.9% | +1.3% |
| 30D | +8.8% | -2.4% | +11.2% | +8.9% |
| 3M | +29.8% | +0.5% | +29.3% | +29.7% |
| 6M | -5.8% | -10.5% | +4.6% | -5.3% |
| YTD | +13.6% | -17.5% | +31.1% | +14.8% |
| 1Y | +54.5% | -31.0% | +85.5% | +58.0% |
| 3Y | +301.4% | -40.6% | +342.0% | +308.7% |
| 5Y | +236.3% | -37.7% | +274.1% | +244.9% |
| All | +236.3% | -38.1% | +274.4% | +244.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling