+59.7%
GDXJ vs XEL
+7.2%
+52.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.2% |
| 7D | +0.2% | -1.0% | +1.1% | +0.5% |
| 30D | +17.9% | -1.9% | +19.8% | +18.4% |
| 3M | +15.3% | -1.9% | +17.2% | +15.6% |
| 6M | -9.4% | -7.4% | -2.0% | -7.1% |
| YTD | +13.4% | +4.1% | +9.3% | +13.8% |
| 1Y | +59.7% | +8.0% | +51.6% | +66.7% |
| All | +59.7% | +7.2% | +52.5% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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