+586.3%
ORCL vs GDXJ
+53.9%
+532.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.9% | -1.8% | +2.6% |
| 7D | +0.5% | +16.4% | -15.9% | -1.5% |
| 30D | -15.3% | -1.2% | -14.1% | -15.2% |
| 3M | -18.2% | -3.9% | -14.3% | -17.9% |
| 6M | -38.4% | -10.2% | -28.3% | -37.9% |
| YTD | -37.7% | -0.6% | -37.1% | -38.2% |
| 1Y | -49.3% | +24.3% | -73.6% | -50.9% |
| 3Y | +10.6% | +257.4% | -246.8% | -4.3% |
| 5Y | +35.5% | +166.5% | -131.0% | +18.8% |
| 10Y | +251.6% | +228.5% | +23.1% | +192.1% |
| All | +586.3% | +53.9% | +532.4% | +485.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling