+63.3%
SLB vs GDXJ
+51.7%
+11.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | -1.9% | +0.9% | -2.8% | -2.0% |
| 30D | +7.8% | +8.8% | -1.0% | +6.5% |
| 3M | +2.7% | +29.8% | -27.2% | -1.2% |
| 6M | +22.2% | -5.8% | +28.0% | +22.4% |
| YTD | +51.1% | +13.6% | +37.5% | +48.7% |
| 1Y | +63.3% | +54.5% | +8.9% | +60.4% |
| All | +63.3% | +51.7% | +11.7% | +60.4% |
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