+134.1%
GDXJ vs LCID
-95.4%
+229.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.6% |
| 7D | +0.2% | -6.6% | +6.8% | +0.5% |
| 30D | +17.9% | -30.1% | +48.0% | +20.0% |
| 3M | +15.3% | -17.6% | +32.9% | +15.4% |
| 6M | -9.4% | -54.4% | +45.0% | -6.8% |
| YTD | +13.4% | -55.7% | +69.1% | +16.7% |
| 1Y | +59.7% | -71.0% | +130.7% | +67.5% |
| 3Y | +283.6% | -92.6% | +376.2% | +315.1% |
| 5Y | +217.6% | -97.6% | +315.2% | +254.9% |
| All | +134.1% | -95.4% | +229.6% | +171.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling