+198.8%
CB vs EQX
+238.5%
-39.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.4% |
| 7D | -0.6% | +3.8% | -4.4% | -0.6% |
| 30D | -3.9% | +9.4% | -13.3% | -4.0% |
| 3M | +4.9% | +16.8% | -11.9% | +4.8% |
| 6M | +3.3% | -23.7% | +26.9% | +3.6% |
| YTD | +8.5% | -9.6% | +18.1% | +8.6% |
| 1Y | +22.1% | +29.1% | -7.1% | +21.5% |
| 3Y | +70.1% | +175.3% | -105.2% | +66.9% |
| 5Y | +97.4% | +77.3% | +20.1% | +92.6% |
| All | +198.8% | +238.5% | -39.7% | +219.3% |
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