+112.2%
USO vs GDXJ
+45.5%
+66.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.0% |
| 7D | +9.1% | -2.8% | +11.9% | +8.6% |
| 30D | +21.7% | +5.0% | +16.7% | +23.1% |
| 3M | +20.2% | +24.1% | -3.8% | +26.9% |
| 6M | +43.4% | -7.4% | +50.7% | +47.8% |
| YTD | +124.0% | +10.2% | +113.8% | +129.0% |
| 1Y | +112.2% | +42.5% | +69.7% | +117.8% |
| All | +112.2% | +45.5% | +66.7% | +117.8% |
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