+626.9%
CEG vs EQX
+87.6%
+539.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.0% |
| 7D | +1.3% | +1.7% | -0.4% | +1.0% |
| 30D | +8.8% | +11.1% | -2.2% | +7.0% |
| 3M | +17.0% | +23.1% | -6.1% | +12.9% |
| 6M | -8.7% | -21.8% | +13.1% | -6.6% |
| YTD | -16.4% | -8.1% | -8.3% | -17.0% |
| 1Y | -1.8% | +29.7% | -31.4% | -7.5% |
| 3Y | +175.8% | +179.9% | -4.1% | +129.5% |
| All | +626.9% | +87.6% | +539.4% | +508.6% |
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 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