+228.4%
GDXJ vs XOP
+156.4%
+72.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -6.2% | +1.6% | -7.9% | -6.6% |
| 30D | +4.6% | +9.6% | -4.9% | +2.1% |
| 3M | +31.3% | +16.9% | +14.3% | +25.2% |
| 6M | -10.7% | +24.0% | -34.7% | -18.0% |
| YTD | +9.1% | +56.2% | -47.1% | -7.8% |
| 1Y | +44.1% | +51.8% | -7.7% | +22.7% |
| 3Y | +285.4% | +37.0% | +248.4% | +234.2% |
| 5Y | +228.4% | +163.4% | +65.0% | +141.9% |
| All | +228.4% | +156.4% | +72.0% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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