+79.5%
GDXJ vs RCL
+1,318.3%
-1,238.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.2% | -5.1% | +5.3% | +1.0% |
| 30D | +17.9% | -19.0% | +36.9% | +21.8% |
| 3M | +15.3% | -9.6% | +24.9% | +17.0% |
| 6M | -9.4% | -6.7% | -2.8% | -8.7% |
| YTD | +13.4% | -3.9% | +17.3% | +13.2% |
| 1Y | +59.7% | -25.1% | +84.7% | +64.9% |
| 3Y | +283.6% | +179.1% | +104.5% | +215.8% |
| 5Y | +217.6% | +243.3% | -25.7% | +142.2% |
| 10Y | +225.7% | +325.8% | -100.1% | +101.8% |
| All | +79.5% | +1,318.3% | -1,238.8% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling