+69.6%
CNP vs EQX
+83.7%
-14.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.7% | -0.1% |
| 7D | -1.4% | -3.2% | +1.8% | -1.2% |
| 30D | -2.9% | +7.8% | -10.7% | -3.5% |
| 3M | -7.5% | +21.3% | -28.9% | -8.9% |
| 6M | -7.9% | -22.4% | +14.5% | -6.8% |
| YTD | +3.7% | -11.3% | +15.1% | +3.5% |
| 1Y | +4.6% | +13.5% | -8.9% | +2.1% |
| 3Y | +49.1% | +162.1% | -113.0% | +32.7% |
| All | +69.6% | +83.7% | -14.0% | +52.8% |
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