+77.5%
GDXJ vs JCI
+1,184.5%
-1,107.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | +4.3% | +5.1% | -0.8% | +2.5% |
| 30D | +8.4% | -3.8% | +12.3% | +9.8% |
| 3M | +25.5% | +1.9% | +23.6% | +24.3% |
| 6M | -6.3% | +11.2% | -17.5% | -10.0% |
| YTD | +12.1% | +22.9% | -10.9% | +3.9% |
| 1Y | +51.1% | +37.4% | +13.7% | +34.7% |
| 3Y | +296.1% | +167.8% | +128.2% | +172.4% |
| 5Y | +228.1% | +115.0% | +113.1% | +138.0% |
| 10Y | +211.8% | +325.3% | -113.5% | +70.4% |
| All | +77.5% | +1,184.5% | -1,107.1% | -51.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling