+228.8%
CF vs EQX
+73.3%
+155.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.1% | +2.9% | -1.9% |
| 7D | -2.0% | -7.0% | +5.1% | -1.6% |
| 30D | +15.3% | +4.8% | +10.4% | +15.0% |
| 3M | +24.3% | +25.6% | -1.3% | +22.8% |
| 6M | +23.9% | -25.8% | +49.8% | +25.6% |
| YTD | +77.3% | -12.7% | +90.0% | +76.8% |
| 1Y | +58.7% | +14.1% | +44.6% | +54.5% |
| 3Y | +72.8% | +165.7% | -92.9% | +52.6% |
| 5Y | +228.8% | +81.2% | +147.5% | +218.9% |
| All | +228.8% | +73.3% | +155.5% | +218.9% |
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