+368.8%
ORCL vs GDXJ
+222.0%
+146.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | +10.9% | +0.9% | +10.0% | +10.7% |
| 30D | +7.0% | +8.8% | -1.8% | +5.7% |
| 3M | -21.2% | +29.8% | -51.0% | -24.1% |
| 6M | +7.4% | -5.8% | +13.2% | +7.3% |
| YTD | -16.3% | +13.6% | -29.9% | -18.5% |
| 1Y | -32.3% | +54.5% | -86.8% | -36.4% |
| 3Y | +32.6% | +301.4% | -268.8% | +12.8% |
| 5Y | +93.1% | +236.3% | -143.2% | +64.3% |
| 10Y | +368.8% | +240.1% | +128.7% | +303.5% |
| All | +368.8% | +222.0% | +146.8% | +303.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling