+8,552.4%
SHOP vs GDXJ
+348.6%
+8,203.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -1.2% | -8.1% | +6.9% | +0.5% |
| 30D | -14.7% | -5.5% | -9.3% | -13.7% |
| 3M | -7.2% | -14.6% | +7.3% | -4.5% |
| 6M | +54.2% | -23.2% | +77.4% | +61.2% |
| YTD | -8.6% | -13.0% | +4.3% | -7.8% |
| 1Y | +0.5% | +2.8% | -2.2% | -2.0% |
| 3Y | +135.9% | +221.5% | -85.5% | +79.4% |
| 5Y | -11.9% | +123.4% | -135.3% | -29.8% |
| 10Y | +3,608.8% | +238.2% | +3,370.6% | +2,725.6% |
| All | +8,552.4% | +348.6% | +8,203.8% | +5,421.6% |
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