+1,156.5%
SBUX vs GDXJ
+76.0%
+1,080.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.3% | -2.0% |
| 7D | -6.3% | +0.9% | -7.2% | -6.3% |
| 30D | -3.9% | +8.8% | -12.7% | -4.6% |
| 3M | +3.3% | +29.8% | -26.6% | +0.9% |
| 6M | +1.4% | -5.8% | +7.3% | +1.3% |
| YTD | +21.0% | +13.6% | +7.4% | +18.7% |
| 1Y | +22.4% | +54.5% | -32.1% | +16.8% |
| 3Y | +13.2% | +301.4% | -288.2% | -0.9% |
| 5Y | -5.2% | +236.3% | -241.5% | -16.7% |
| 10Y | +128.3% | +240.1% | -111.7% | +97.0% |
| All | +1,156.5% | +76.0% | +1,080.5% | +998.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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