+119.2%
ORLY vs GDXJ
+229.9%
-110.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | -2.4% | -2.8% | +0.5% | -2.2% |
| 30D | -6.8% | +5.0% | -11.7% | -7.0% |
| 3M | -4.8% | +24.1% | -28.8% | -5.9% |
| 6M | -9.1% | -7.4% | -1.7% | -8.9% |
| YTD | -5.9% | +10.2% | -16.1% | -6.7% |
| 1Y | -20.4% | +42.5% | -62.9% | -22.3% |
| 3Y | +36.6% | +285.7% | -249.1% | +25.0% |
| All | +119.2% | +229.9% | -110.8% | +102.9% |
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