+46.2%
SLB vs GDXJ
+19.5%
+26.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +9.6% | -10.7% | -2.4% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +2.5% | -7.6% | +10.1% | +3.6% |
| 3M | +2.0% | +2.3% | -0.3% | +1.3% |
| 6M | -6.3% | -7.8% | +1.5% | -5.8% |
| YTD | +36.5% | -8.4% | +44.9% | +38.5% |
| 1Y | +46.2% | +21.8% | +24.4% | +49.7% |
| All | +46.2% | +19.5% | +26.7% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling