+8,434.7%
SHOP vs GDXJ
+484.5%
+7,950.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | 0.0% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | +0.6% | +17.9% | -17.3% | -2.9% |
| 3M | +25.0% | +15.3% | +9.7% | +20.9% |
| 6M | +11.9% | -9.4% | +21.4% | +12.7% |
| YTD | -9.9% | +13.4% | -23.3% | -13.7% |
| 1Y | 0.0% | +59.7% | -59.7% | -10.8% |
| 3Y | +117.5% | +283.6% | -166.1% | +59.6% |
| 5Y | -6.6% | +217.6% | -224.2% | -30.3% |
| 10Y | +3,320.3% | +225.7% | +3,094.7% | +2,373.4% |
| All | +8,434.7% | +484.5% | +7,950.2% | +5,071.1% |
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