+42.7%
ORCL vs GDX
+151.5%
-108.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | +8.0% | -6.8% | +14.8% | +9.7% |
| 30D | -4.0% | -2.1% | -1.9% | -3.7% |
| 3M | -19.5% | -7.5% | -12.0% | -18.1% |
| 6M | -33.5% | -15.2% | -18.3% | -31.5% |
| YTD | -34.8% | -4.8% | -30.0% | -35.1% |
| 1Y | -41.6% | +6.7% | -48.3% | -43.3% |
| 3Y | +13.8% | +212.7% | -199.0% | -8.7% |
| All | +42.7% | +151.5% | -108.9% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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