+32.1%
ORCL vs GDXJ
+297.3%
-265.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.9% |
| 7D | +10.9% | +0.9% | +10.0% | +10.6% |
| 30D | +7.0% | +8.8% | -1.8% | +4.4% |
| 3M | -21.2% | +29.8% | -51.0% | -27.0% |
| 6M | +7.4% | -5.8% | +13.2% | +6.9% |
| YTD | -16.3% | +13.6% | -29.9% | -21.4% |
| 1Y | -32.3% | +54.5% | -86.8% | -41.5% |
| All | +32.1% | +297.3% | -265.2% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling