+181.3%
XLE vs GDXJ
+222.0%
-40.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | +0.3% | +0.9% | -0.6% | +0.2% |
| 30D | +8.5% | +8.8% | -0.3% | +7.1% |
| 3M | +14.6% | +29.8% | -15.2% | +9.8% |
| 6M | +17.6% | -5.8% | +23.4% | +17.0% |
| YTD | +48.1% | +13.6% | +34.5% | +42.1% |
| 1Y | +53.8% | +54.5% | -0.7% | +39.3% |
| 3Y | +56.2% | +301.4% | -245.2% | +17.5% |
| 5Y | +227.7% | +236.3% | -8.6% | +149.4% |
| 10Y | +181.3% | +240.1% | -58.8% | +112.8% |
| All | +181.3% | +222.0% | -40.7% | +112.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling