Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ELF vs EQX✓SelectedUSD · EQXELF vs EQX performance historyLatest closeAs of-4.89%09/08
Stock and ETF performance explorer

ELF vs EQX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,037.5%
EQX return
+238.5%
Excess return
+799.0%
Maximum drawdown
-77.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEQXExcessAlpha
1D-4.9%-1.3%-3.6%-4.8%
7D-1.2%+3.8%-4.9%-1.3%
30D+5.9%+9.4%-3.5%+5.6%
3M+99.5%+16.8%+82.7%+98.6%
6M+26.5%-23.7%+50.2%+26.7%
YTD+37.2%-9.6%+46.8%+37.1%
1Y-24.4%+29.1%-53.5%-24.8%
3Y-23.3%+175.3%-198.7%-25.7%
5Y+245.2%+77.3%+167.9%+238.5%
All+1,037.5%+238.5%+799.0%+1,147.1%

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