+49.7%
LRCX vs GDXJ
-1.9%
+51.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -2.1% |
| 7D | +9.5% | +0.9% | +8.6% | +8.8% |
| 30D | +3.1% | +8.8% | -5.7% | -2.1% |
| 3M | -3.4% | +29.8% | -33.2% | -19.0% |
| 6M | +49.7% | -5.8% | +55.5% | +47.5% |
| All | +49.7% | -1.9% | +51.5% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 6mo: compounded portfolio wealth divided by compounded GDXJ 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…
6mo analysis · Full analysis span regression · 6 months rolling