+17.6%
MDLZ vs GDXJ
+229.7%
-212.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +1.2% |
| 7D | 0.0% | +0.9% | -1.0% | -0.1% |
| 30D | +1.4% | +8.8% | -7.4% | +0.9% |
| 3M | 0.0% | +29.8% | -29.8% | -1.7% |
| 6M | +9.1% | -5.8% | +15.0% | +9.5% |
| YTD | +17.9% | +13.6% | +4.3% | +16.3% |
| 1Y | +3.2% | +54.5% | -51.2% | -1.2% |
| 3Y | -2.5% | +301.4% | -303.9% | -16.4% |
| 5Y | +17.6% | +236.3% | -218.8% | +1.0% |
| All | +17.6% | +229.7% | -212.1% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling