+1,077.4%
STX vs GDXJ
+229.7%
+847.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.4% |
| 7D | +9.6% | +0.9% | +8.6% | +9.2% |
| 30D | +10.6% | +8.8% | +1.8% | +7.7% |
| 3M | +4.8% | +29.8% | -25.1% | -3.1% |
| 6M | +137.3% | -5.8% | +143.1% | +136.0% |
| YTD | +222.5% | +13.6% | +208.9% | +206.2% |
| 1Y | +366.2% | +54.5% | +311.8% | +312.5% |
| 3Y | +1,352.9% | +301.4% | +1,051.5% | +926.5% |
| 5Y | +1,077.4% | +236.3% | +841.1% | +751.5% |
| All | +1,077.4% | +229.7% | +847.8% | +751.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling