+9,984.4%
STX vs GDXJ
+75.7%
+9,908.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.5% | +8.8% | +6.7% |
| 7D | +2.4% | +0.2% | +2.2% | +2.2% |
| 30D | +1.4% | +17.9% | -16.5% | -1.5% |
| 3M | -8.2% | +15.3% | -23.5% | -10.6% |
| 6M | +127.0% | -9.4% | +136.5% | +128.3% |
| YTD | +209.1% | +13.4% | +195.7% | +200.8% |
| 1Y | +365.4% | +59.7% | +305.8% | +331.9% |
| 3Y | +1,135.4% | +283.6% | +851.8% | +910.3% |
| 5Y | +991.5% | +217.6% | +773.9% | +798.4% |
| 10Y | +3,695.8% | +225.7% | +3,470.2% | +2,867.6% |
| All | +9,984.4% | +75.7% | +9,908.7% | +7,766.1% |
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