+291.6%
GDX vs SBUX
+128.3%
+163.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.6% | -3.3% |
| 7D | -5.4% | -6.2% | +0.9% | -4.5% |
| 30D | +6.6% | -6.4% | +13.0% | +7.6% |
| 3M | +30.1% | +1.0% | +29.1% | +29.8% |
| 6M | -7.1% | -0.4% | -6.7% | -7.3% |
| YTD | +12.0% | +20.0% | -8.0% | +8.7% |
| 1Y | +41.2% | +22.8% | +18.4% | +36.4% |
| 3Y | +251.0% | +12.3% | +238.7% | +237.9% |
| 5Y | +226.7% | -6.4% | +233.1% | +215.5% |
| All | +291.6% | +128.3% | +163.3% | +275.5% |
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