-49.3%
CCI vs EQX
+83.7%
-133.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.7% | +2.2% |
| 7D | -0.3% | -3.2% | +2.9% | 0.0% |
| 30D | +2.2% | +7.8% | -5.5% | +1.5% |
| 3M | -16.9% | +21.3% | -38.2% | -18.5% |
| 6M | -11.5% | -22.4% | +10.9% | -10.2% |
| YTD | -12.8% | -11.3% | -1.5% | -13.0% |
| 1Y | -17.1% | +13.5% | -30.6% | -19.5% |
| 3Y | -9.6% | +162.1% | -171.8% | -22.3% |
| All | -49.3% | +83.7% | -133.0% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling