+1,376.8%
STX vs GDXJ
+297.3%
+1,079.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.4% |
| 7D | +9.6% | +0.9% | +8.6% | +9.1% |
| 30D | +10.6% | +8.8% | +1.8% | +7.4% |
| 3M | +4.8% | +29.8% | -25.1% | -4.0% |
| 6M | +137.3% | -5.8% | +143.1% | +135.4% |
| YTD | +222.5% | +13.6% | +208.9% | +204.4% |
| 1Y | +366.2% | +54.5% | +311.8% | +309.7% |
| All | +1,376.8% | +297.3% | +1,079.6% | +943.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling