-11.2%
CRM vs EQX
+6.3%
-17.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -3.7% | +10.8% | -14.5% | -3.7% |
| 30D | -1.1% | -0.9% | -0.3% | -1.3% |
| 3M | +15.5% | +9.5% | +5.9% | +15.0% |
| 6M | +19.5% | -16.8% | +36.3% | +19.2% |
| YTD | -15.5% | -19.3% | +3.9% | -15.3% |
| 1Y | -11.2% | +6.9% | -18.1% | -7.0% |
| All | -11.2% | +6.3% | -17.5% | -7.0% |
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