+228.4%
GDXJ vs FCEL
-91.3%
+319.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.9% | +1.9% | -3.4% |
| 7D | -6.2% | +6.3% | -12.5% | -7.0% |
| 30D | +4.6% | -18.8% | +23.4% | +6.0% |
| 3M | +31.3% | -3.8% | +35.1% | +28.0% |
| 6M | -10.7% | +121.1% | -131.8% | -22.5% |
| YTD | +9.1% | +113.3% | -104.2% | -5.2% |
| 1Y | +44.1% | +173.5% | -129.4% | +19.9% |
| 3Y | +285.4% | -63.9% | +349.3% | +271.3% |
| 5Y | +228.4% | -90.7% | +319.1% | +252.0% |
| All | +228.4% | -91.3% | +319.7% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 FCEL 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