+32.2%
CVS vs EQX
+83.7%
-51.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.7% |
| 7D | -2.2% | -3.2% | +1.1% | -2.1% |
| 30D | -0.1% | +7.8% | -7.8% | -0.2% |
| 3M | -5.2% | +21.3% | -26.5% | -5.5% |
| 6M | +26.9% | -22.4% | +49.3% | +27.4% |
| YTD | +22.1% | -11.3% | +33.4% | +22.1% |
| 1Y | +30.8% | +13.5% | +17.3% | +30.2% |
| 3Y | +54.4% | +162.1% | -107.7% | +51.0% |
| All | +32.2% | +83.7% | -51.4% | +29.0% |
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 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