+236.3%
GDXJ vs LCID
-97.8%
+334.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.8% | +9.1% | +1.9% |
| 7D | +0.9% | -9.3% | +10.3% | +1.6% |
| 30D | +8.8% | -35.4% | +44.2% | +12.0% |
| 3M | +29.8% | -17.1% | +46.9% | +29.6% |
| 6M | -5.8% | -58.9% | +53.1% | -1.4% |
| YTD | +13.6% | -59.6% | +73.2% | +18.7% |
| 1Y | +54.5% | -78.0% | +132.4% | +67.5% |
| 3Y | +301.4% | -92.7% | +394.1% | +348.4% |
| 5Y | +236.3% | -97.8% | +334.2% | +335.8% |
| All | +236.3% | -97.8% | +334.1% | +335.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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