-50.5%
CPNG vs EQX
+83.7%
-134.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.4% | +2.8% |
| 7D | -1.1% | -3.2% | +2.1% | -0.6% |
| 30D | -7.4% | +7.8% | -15.1% | -8.7% |
| 3M | -12.3% | +21.3% | -33.7% | -15.6% |
| 6M | -19.4% | -22.4% | +3.0% | -17.2% |
| YTD | -35.9% | -11.3% | -24.6% | -35.9% |
| 1Y | -53.4% | +13.5% | -66.9% | -55.6% |
| 3Y | -20.0% | +162.1% | -182.1% | -37.7% |
| All | -50.5% | +83.7% | -134.1% | -61.8% |
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