+576.0%
ORCL vs GDXJ
+44.7%
+531.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.0% | +4.5% | -0.8% |
| 7D | -6.5% | +11.8% | -18.3% | -7.9% |
| 30D | -16.6% | -7.1% | -9.5% | -15.9% |
| 3M | -21.6% | -10.5% | -11.1% | -20.6% |
| 6M | -39.4% | -15.5% | -23.8% | -38.3% |
| YTD | -38.7% | -6.6% | -32.1% | -38.7% |
| 1Y | -50.4% | +11.3% | -61.7% | -51.3% |
| 3Y | +8.1% | +242.0% | -233.9% | -5.9% |
| 5Y | +34.5% | +147.7% | -113.1% | +18.9% |
| 10Y | +246.0% | +233.7% | +12.3% | +187.6% |
| All | +576.0% | +44.7% | +531.2% | +481.2% |
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