+239.3%
GDXJ vs RCL
+268.7%
-29.4%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.4% |
| 7D | +0.3% | +0.6% | -0.4% | +0.1% |
| 30D | -7.4% | +19.4% | -26.9% | -10.4% |
| 3M | -11.9% | +9.8% | -21.7% | -13.5% |
| 6M | -19.3% | +28.6% | -47.9% | -23.1% |
| YTD | -8.1% | +22.2% | -30.3% | -12.1% |
| 1Y | +9.1% | +29.7% | -20.7% | +3.4% |
| All | +239.3% | +268.7% | -29.4% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 3y: compounded portfolio wealth divided by compounded RCL 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…
3y analysis · Full analysis span regression · 6 months rolling