+229.8%
GDXJ vs LDOS
+43.9%
+185.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | +0.2% | -5.4% | +5.6% | +0.9% |
| 30D | +17.9% | +4.9% | +13.0% | +16.9% |
| 3M | +15.3% | +7.2% | +8.1% | +13.6% |
| 6M | -9.4% | -24.2% | +14.8% | -5.7% |
| YTD | +13.4% | -25.8% | +39.2% | +18.0% |
| 1Y | +59.7% | -24.7% | +84.4% | +65.4% |
| 3Y | +283.6% | +39.3% | +244.3% | +245.7% |
| All | +229.8% | +43.9% | +185.9% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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