+476.4%
QCOM vs GDXJ
+75.7%
+400.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.4% |
| 7D | +3.3% | +0.2% | +3.2% | +3.3% |
| 30D | +7.7% | +17.9% | -10.2% | +5.1% |
| 3M | -30.1% | +15.3% | -45.4% | -31.6% |
| 6M | +22.8% | -9.4% | +32.3% | +23.7% |
| YTD | +0.2% | +13.4% | -13.2% | -2.4% |
| 1Y | +7.9% | +59.7% | -51.8% | +0.3% |
| 3Y | +55.8% | +283.6% | -227.7% | +29.0% |
| 5Y | +30.1% | +217.6% | -187.5% | +8.5% |
| 10Y | +248.9% | +225.7% | +23.2% | +182.6% |
| All | +476.4% | +75.7% | +400.8% | +382.6% |
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 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