+259.7%
GDX vs SBUX
+15.5%
+244.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +4.0% | -3.9% | +7.9% | +4.4% |
| 30D | +9.5% | -2.8% | +12.3% | +9.8% |
| 3M | +25.1% | +8.2% | +16.9% | +23.7% |
| 6M | -2.9% | +4.3% | -7.2% | -3.6% |
| YTD | +14.7% | +23.3% | -8.6% | +11.9% |
| 1Y | +47.4% | +24.3% | +23.1% | +43.3% |
| 3Y | +259.7% | +15.5% | +244.2% | +257.9% |
| All | +259.7% | +15.5% | +244.2% | +257.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling