+220.4%
GDXJ vs JBLU
-70.3%
+290.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | -2.8% | -5.0% | +2.2% | -2.2% |
| 30D | +5.0% | -23.9% | +28.8% | +8.2% |
| 3M | +24.1% | -11.6% | +35.7% | +25.2% |
| 6M | -7.4% | -0.2% | -7.1% | -8.0% |
| YTD | +10.2% | -3.3% | +13.5% | +9.4% |
| 1Y | +42.5% | -15.4% | +57.9% | +42.8% |
| 3Y | +285.7% | -14.7% | +300.4% | +256.3% |
| All | +220.4% | -70.3% | +290.7% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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