+21.9%
CCL vs EQX
+7.1%
+14.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.8% | -5.5% | +4.7% |
| 7D | +11.6% | +7.6% | +4.0% | +9.8% |
| 30D | +22.5% | +0.4% | +22.1% | +22.0% |
| 3M | +6.4% | +18.0% | -11.6% | +2.1% |
| 6M | +23.4% | -18.4% | +41.8% | +25.2% |
| YTD | +4.2% | -19.3% | +23.5% | +6.2% |
| 1Y | +21.9% | +9.2% | +12.7% | +28.6% |
| All | +21.9% | +7.1% | +14.8% | +28.6% |
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