-38.9%
CLX vs EQX
+83.7%
-122.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.8% | -1.2% |
| 7D | -5.7% | -3.2% | -2.5% | -5.6% |
| 30D | -17.0% | +7.8% | -24.8% | -17.3% |
| 3M | -9.7% | +21.3% | -31.0% | -10.4% |
| 6M | -19.8% | -22.4% | +2.6% | -19.4% |
| YTD | -9.8% | -11.3% | +1.5% | -9.7% |
| 1Y | -26.2% | +13.5% | -39.7% | -26.6% |
| 3Y | -36.2% | +162.1% | -198.3% | -39.3% |
| All | -38.9% | +83.7% | -122.5% | -43.1% |
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