+231.7%
C vs EQX
+238.5%
-6.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.6% |
| 7D | +3.2% | +3.8% | -0.6% | +2.9% |
| 30D | +1.3% | +9.4% | -8.1% | +0.6% |
| 3M | +3.1% | +16.8% | -13.7% | +1.7% |
| 6M | +29.6% | -23.7% | +53.3% | +31.0% |
| YTD | +19.0% | -9.6% | +28.5% | +18.5% |
| 1Y | +45.6% | +29.1% | +16.5% | +41.4% |
| 3Y | +269.3% | +175.3% | +93.9% | +234.1% |
| 5Y | +131.6% | +77.3% | +54.3% | +107.6% |
| All | +231.7% | +238.5% | -6.8% | +248.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling