+228.4%
GDXJ vs RRC
+150.0%
+78.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | -6.2% | -1.2% | -5.1% | -6.0% |
| 30D | +4.6% | +3.0% | +1.7% | +4.1% |
| 3M | +31.3% | +7.3% | +24.0% | +29.2% |
| 6M | -10.7% | +3.6% | -14.2% | -12.0% |
| YTD | +9.1% | +19.4% | -10.3% | +4.1% |
| 1Y | +44.1% | +21.4% | +22.7% | +36.7% |
| 3Y | +285.4% | +32.8% | +252.6% | +252.0% |
| 5Y | +228.4% | +152.0% | +76.4% | +169.8% |
| All | +228.4% | +150.0% | +78.4% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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