-0.8%
CCL vs EQX
+83.7%
-84.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.0% |
| 7D | -3.2% | -3.2% | 0.0% | -2.8% |
| 30D | -17.8% | +7.8% | -25.5% | -18.8% |
| 3M | -18.7% | +21.3% | -40.0% | -21.3% |
| 6M | -11.4% | -22.4% | +11.0% | -9.2% |
| YTD | -24.3% | -11.3% | -13.0% | -24.3% |
| 1Y | -28.8% | +13.5% | -42.3% | -31.6% |
| 3Y | +49.3% | +162.1% | -112.8% | +20.9% |
| All | -0.8% | +83.7% | -84.5% | -21.4% |
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 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