+326.3%
GDX vs SBUX
+146.3%
+180.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -6.8% | +1.6% | -8.4% | -7.0% |
| 30D | -2.1% | +14.8% | -16.9% | -4.1% |
| 3M | -7.5% | -0.8% | -6.7% | -7.5% |
| 6M | -15.2% | +2.2% | -17.4% | -15.6% |
| YTD | -4.8% | +29.5% | -34.3% | -8.6% |
| 1Y | +6.7% | +27.0% | -20.3% | +2.6% |
| 3Y | +212.7% | +10.9% | +201.8% | +202.3% |
| 5Y | +151.7% | +7.4% | +144.2% | +139.0% |
| All | +326.3% | +146.3% | +180.0% | +299.8% |
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