-49.5%
ORCL vs GDXJ
+19.5%
-69.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.6% | -11.6% | -4.9% |
| 7D | -14.4% | -0.2% | -14.2% | -14.4% |
| 30D | -12.8% | -7.6% | -5.2% | -10.8% |
| 3M | -14.8% | +2.3% | -17.1% | -15.4% |
| 6M | -30.9% | -7.8% | -23.1% | -29.8% |
| YTD | -35.7% | -8.4% | -27.3% | -37.2% |
| 1Y | -49.5% | +21.8% | -71.3% | -55.7% |
| All | -49.5% | +19.5% | -69.0% | -55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling