+11.9%
COST vs EQX
+7.1%
+4.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +12.8% | -10.1% | +3.0% |
| 7D | +6.6% | +7.6% | -1.0% | +6.8% |
| 30D | +13.5% | +0.4% | +13.0% | +13.4% |
| 3M | +10.6% | +18.0% | -7.4% | +11.4% |
| 6M | +3.6% | -18.4% | +22.0% | +3.8% |
| YTD | +22.1% | -19.3% | +41.4% | +22.2% |
| 1Y | +11.9% | +9.2% | +2.7% | +14.9% |
| All | +11.9% | +7.1% | +4.8% | +14.9% |
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 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