+8.9%
CAT vs EQX
+7.1%
+1.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +12.8% | -18.0% | -7.6% |
| 7D | -17.1% | +7.6% | -24.7% | -18.4% |
| 30D | -30.1% | +0.4% | -30.6% | -30.2% |
| 3M | -32.4% | +18.0% | -50.4% | -35.1% |
| 6M | -32.1% | -18.4% | -13.8% | -30.5% |
| YTD | +4.1% | -19.3% | +23.4% | +6.0% |
| 1Y | +8.9% | +9.2% | -0.3% | +6.1% |
| All | +8.9% | +7.1% | +1.8% | +6.1% |
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