+1,338.0%
CLS vs EQX
+168.9%
+1,169.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +4.9% | +6.2% |
| 7D | +10.9% | -3.2% | +14.1% | +11.8% |
| 30D | +2.1% | +7.8% | -5.7% | 0.0% |
| 3M | -10.2% | +21.3% | -31.5% | -15.1% |
| 6M | +30.4% | -22.4% | +52.8% | +35.5% |
| YTD | +17.2% | -11.3% | +28.5% | +18.0% |
| 1Y | +41.0% | +13.5% | +27.5% | +35.5% |
| 3Y | +1,338.0% | +162.1% | +1,175.8% | +1,115.3% |
| All | +1,338.0% | +168.9% | +1,169.0% | +1,115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling