+274.0%
C vs EQX
+164.6%
+109.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.6% | +0.8% |
| 7D | +0.3% | -7.0% | +7.3% | +0.7% |
| 30D | +2.0% | +4.8% | -2.8% | +1.6% |
| 3M | +4.4% | +25.6% | -21.3% | +2.5% |
| 6M | +28.3% | -25.8% | +54.2% | +29.2% |
| YTD | +20.5% | -12.7% | +33.2% | +20.0% |
| 1Y | +45.5% | +14.1% | +31.5% | +42.9% |
| All | +274.0% | +164.6% | +109.4% | +241.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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