+25.9%
EOG vs EQX
+168.9%
-143.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.1% |
| 7D | +1.5% | -3.2% | +4.7% | +1.5% |
| 30D | +2.9% | +7.8% | -4.8% | +3.0% |
| 3M | +8.7% | +21.3% | -12.6% | +8.9% |
| 6M | +12.9% | -22.4% | +35.3% | +14.3% |
| YTD | +43.8% | -11.3% | +55.1% | +44.1% |
| 1Y | +27.1% | +13.5% | +13.6% | +25.5% |
| 3Y | +25.9% | +162.1% | -136.2% | +14.1% |
| All | +25.9% | +168.9% | -143.0% | +14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling