+236.3%
GDXJ vs GPC
+30.9%
+205.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.1% |
| 7D | +0.9% | -0.6% | +1.6% | +1.1% |
| 30D | +8.8% | +1.3% | +7.5% | +8.5% |
| 3M | +29.8% | +37.1% | -7.3% | +21.0% |
| 6M | -5.8% | +23.2% | -29.0% | -10.6% |
| YTD | +13.6% | +13.1% | +0.5% | +9.4% |
| 1Y | +54.5% | +0.9% | +53.6% | +51.6% |
| 3Y | +301.4% | -0.8% | +302.2% | +288.0% |
| 5Y | +236.3% | +31.1% | +205.2% | +215.8% |
| All | +236.3% | +30.9% | +205.5% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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