+319.2%
GDX vs SBUX
+149.6%
+169.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -5.9% | -5.5% |
| 7D | +11.5% | +4.9% | +6.5% | +10.7% |
| 30D | -3.1% | +21.2% | -24.3% | -5.9% |
| 3M | -4.4% | +5.7% | -10.1% | -5.3% |
| 6M | -8.6% | +6.0% | -14.6% | -9.5% |
| YTD | +0.8% | +32.9% | -32.1% | -3.6% |
| 1Y | +14.7% | +33.3% | -18.6% | +9.5% |
| 3Y | +228.8% | +13.0% | +215.7% | +216.9% |
| 5Y | +173.4% | +8.8% | +164.5% | +158.8% |
| 10Y | +319.2% | +154.6% | +164.6% | +297.6% |
| All | +319.2% | +149.6% | +169.6% | +297.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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