+236.3%
GDXJ vs RCL
+233.3%
+3.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.8% |
| 3M | +29.8% | -8.0% | +37.8% | +31.3% |
| 6M | -5.8% | -10.1% | +4.3% | -4.5% |
| YTD | +13.6% | -5.9% | +19.5% | +13.8% |
| 1Y | +54.5% | -23.5% | +78.0% | +58.9% |
| 3Y | +301.4% | +174.4% | +127.0% | +227.4% |
| 5Y | +236.3% | +227.1% | +9.2% | +149.3% |
| All | +236.3% | +233.3% | +3.1% | +149.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling