+189.5%
GDX vs SBUX
+711.8%
-522.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.8% | +0.6% | +3.7% |
| 7D | +15.6% | +4.8% | +10.7% | +14.6% |
| 30D | +2.4% | +20.6% | -18.2% | -1.1% |
| 3M | +1.7% | +4.3% | -2.5% | +0.8% |
| 6M | -3.3% | +5.5% | -8.8% | -4.6% |
| YTD | +6.6% | +32.3% | -25.7% | +0.7% |
| 1Y | +27.0% | +31.2% | -4.2% | +20.0% |
| 3Y | +243.4% | +14.8% | +228.6% | +225.5% |
| 5Y | +194.2% | +8.0% | +186.2% | +178.7% |
| 10Y | +310.1% | +148.7% | +161.4% | +216.9% |
| All | +189.5% | +711.8% | -522.3% | +35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling