+79.5%
GDXJ vs CPB
+12.7%
+66.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +0.9% | -1.9% |
| 7D | +0.2% | -8.6% | +8.8% | +1.7% |
| 30D | +17.9% | -7.2% | +25.1% | +19.3% |
| 3M | +15.3% | +0.9% | +14.4% | +14.5% |
| 6M | -9.4% | -11.8% | +2.4% | -7.9% |
| YTD | +13.4% | -19.4% | +32.8% | +17.1% |
| 1Y | +59.7% | -30.4% | +90.0% | +68.9% |
| 3Y | +283.6% | -40.2% | +323.7% | +311.4% |
| 5Y | +217.6% | -39.5% | +257.1% | +235.8% |
| 10Y | +225.7% | -47.4% | +273.0% | +260.3% |
| All | +79.5% | +12.7% | +66.8% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling