0.0%
SHOP vs GDXJ
+58.9%
-59.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.1% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | +0.6% | +17.9% | -17.3% | -4.0% |
| 3M | +25.0% | +15.3% | +9.7% | +19.6% |
| 6M | +11.9% | -9.4% | +21.4% | +12.4% |
| YTD | -9.9% | +13.4% | -23.3% | -16.6% |
| 1Y | 0.0% | +59.7% | -59.7% | -20.2% |
| All | 0.0% | +58.9% | -59.0% | -20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling