-69.3%
CPNG vs EQX
+49.5%
-118.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.6% |
| 3M | -12.3% | +21.3% | -33.7% | -15.5% |
| 6M | -19.4% | -22.4% | +3.0% | -17.3% |
| YTD | -35.9% | -11.3% | -24.6% | -35.9% |
| 1Y | -53.4% | +13.5% | -66.9% | -55.5% |
| 3Y | -20.0% | +162.1% | -182.1% | -36.6% |
| 5Y | -49.6% | +84.2% | -133.8% | -60.7% |
| All | -69.3% | +49.5% | -118.8% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling