+21.8%
GDXJ vs RIG
+43.0%
-21.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -7.6% | +17.2% | +10.8% |
| 7D | -0.2% | -18.8% | +18.6% | +2.9% |
| 30D | -7.6% | -1.1% | -6.5% | -8.8% |
| 3M | +2.3% | +4.4% | -2.1% | -0.6% |
| 6M | -7.8% | -20.8% | +13.0% | -5.2% |
| YTD | -8.4% | +32.0% | -40.3% | -24.1% |
| 1Y | +21.8% | +39.7% | -18.0% | -4.0% |
| All | +21.8% | +43.0% | -21.3% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling