+214.2%
GDX vs SBUX
+674.9%
-460.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.0% |
| 7D | -0.4% | -3.1% | +2.7% | +0.2% |
| 30D | +18.6% | -0.9% | +19.5% | +18.8% |
| 3M | +14.9% | +11.6% | +3.3% | +12.3% |
| 6M | -6.3% | +8.8% | -15.0% | -8.1% |
| YTD | +15.7% | +26.3% | -10.6% | +10.3% |
| 1Y | +54.8% | +23.1% | +31.7% | +47.9% |
| 3Y | +253.4% | +15.0% | +238.5% | +234.6% |
| 5Y | +219.7% | +0.4% | +219.3% | +207.0% |
| 10Y | +300.2% | +130.7% | +169.5% | +214.0% |
| All | +214.2% | +674.9% | -460.7% | +48.4% |
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