+297.5%
GDXJ vs RCL
+171.9%
+125.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.6% |
| 7D | +0.9% | -2.2% | +3.1% | +1.3% |
| 30D | +8.8% | -15.7% | +24.5% | +11.9% |
| 3M | +29.8% | -8.0% | +37.8% | +31.3% |
| 6M | -5.8% | -10.1% | +4.3% | -4.8% |
| YTD | +13.6% | -5.9% | +19.5% | +14.0% |
| 1Y | +54.5% | -23.5% | +78.0% | +58.2% |
| All | +297.5% | +171.9% | +125.7% | +213.4% |
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