+3,042.5%
EQT vs CP
+7,629.6%
-4,587.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -0.8% | +2.4% | -3.3% | -1.7% |
| 30D | +6.6% | -0.5% | +7.2% | +6.7% |
| 3M | +4.4% | +1.4% | +2.9% | +3.5% |
| 6M | -10.5% | +10.3% | -20.8% | -14.2% |
| YTD | +3.7% | +24.3% | -20.6% | -5.0% |
| 1Y | +9.9% | +20.4% | -10.6% | +1.6% |
| 3Y | +35.4% | +21.8% | +13.6% | +22.3% |
| 5Y | +189.2% | +31.5% | +157.7% | +155.1% |
| 10Y | +50.7% | +223.2% | -172.5% | -6.5% |
| All | +3,042.5% | +7,629.6% | -4,587.1% | +871.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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