+77.5%
GDXJ vs O
+476.8%
-399.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | +4.3% | -0.6% | +4.9% | +4.5% |
| 30D | +8.4% | -2.0% | +10.4% | +9.3% |
| 3M | +25.5% | +3.0% | +22.5% | +23.7% |
| 6M | -6.3% | -3.6% | -2.7% | -5.2% |
| YTD | +12.1% | +12.1% | 0.0% | +6.7% |
| 1Y | +51.1% | +8.9% | +42.2% | +45.4% |
| 3Y | +296.1% | +30.3% | +265.7% | +252.9% |
| 5Y | +228.1% | +13.7% | +214.4% | +207.5% |
| 10Y | +211.8% | +50.3% | +161.5% | +141.0% |
| All | +77.5% | +476.8% | -399.3% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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