+10,351.4%
LRCX vs GDXJ
+76.0%
+10,275.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.8% | -1.7% |
| 7D | +9.5% | +0.9% | +8.6% | +9.3% |
| 30D | +3.1% | +8.8% | -5.7% | +1.1% |
| 3M | -3.4% | +29.8% | -33.2% | -8.5% |
| 6M | +49.7% | -5.8% | +55.5% | +50.4% |
| YTD | +84.9% | +13.6% | +71.3% | +79.0% |
| 1Y | +200.8% | +54.5% | +146.4% | +175.5% |
| 3Y | +385.1% | +301.4% | +83.7% | +272.3% |
| 5Y | +460.5% | +236.3% | +224.2% | +334.5% |
| 10Y | +3,866.3% | +240.1% | +3,626.2% | +2,842.7% |
| All | +10,351.4% | +76.0% | +10,275.5% | +7,934.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling