+228.4%
GDXJ vs JCI
+105.2%
+123.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.5% |
| 7D | -6.2% | +0.4% | -6.6% | -6.4% |
| 30D | +4.6% | -7.7% | +12.4% | +7.5% |
| 3M | +31.3% | +2.8% | +28.5% | +29.5% |
| 6M | -10.7% | +7.2% | -17.9% | -13.1% |
| YTD | +9.1% | +20.0% | -10.9% | +2.4% |
| 1Y | +44.1% | +33.3% | +10.9% | +30.8% |
| 3Y | +285.4% | +161.3% | +124.1% | +169.6% |
| 5Y | +228.4% | +108.8% | +119.6% | +123.0% |
| All | +228.4% | +105.2% | +123.2% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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