+67.2%
CAH vs EQX
+42.9%
+24.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.6% |
| 7D | +5.4% | -1.4% | +6.8% | +5.4% |
| 30D | +3.3% | +24.4% | -21.1% | +3.8% |
| 3M | +22.8% | +11.6% | +11.2% | +23.3% |
| 6M | +11.3% | -25.0% | +36.3% | +10.4% |
| YTD | +21.1% | -8.4% | +29.5% | +22.4% |
| 1Y | +67.2% | +43.4% | +23.8% | +75.4% |
| All | +67.2% | +42.9% | +24.3% | +75.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling