+41.0%
CLS vs EQX
+17.2%
+23.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +4.9% | +6.0% |
| 7D | +10.9% | -3.2% | +14.1% | +12.2% |
| 30D | +2.1% | +7.8% | -5.7% | -1.0% |
| 3M | -10.2% | +21.3% | -31.5% | -17.8% |
| 6M | +30.4% | -22.4% | +52.8% | +38.7% |
| YTD | +17.2% | -11.3% | +28.5% | +17.1% |
| 1Y | +41.0% | +13.5% | +27.5% | +24.0% |
| All | +41.0% | +17.2% | +23.8% | +24.0% |
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