+94.3%
ORCL vs GDXJ
+225.9%
-131.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.5% | +2.6% |
| 7D | +15.0% | +4.3% | +10.7% | +13.9% |
| 30D | +10.5% | +8.4% | +2.1% | +8.4% |
| 3M | -23.0% | +25.5% | -48.5% | -27.0% |
| 6M | +7.0% | -6.3% | +13.3% | +6.8% |
| YTD | -15.8% | +12.1% | -27.9% | -19.4% |
| 1Y | -31.1% | +51.1% | -82.1% | -37.9% |
| 3Y | +33.3% | +296.1% | -262.8% | +1.2% |
| 5Y | +94.3% | +228.1% | -133.8% | +46.6% |
| All | +94.3% | +225.9% | -131.5% | +46.6% |
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