+72.2%
EQX vs CNI
+12.6%
+59.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.2% |
| 7D | -3.2% | -0.4% | -2.8% | -3.0% |
| 30D | +7.8% | -2.7% | +10.5% | +9.4% |
| 3M | +21.3% | +3.9% | +17.4% | +18.4% |
| 6M | -22.4% | +16.4% | -38.8% | -28.9% |
| YTD | -11.3% | +25.8% | -37.1% | -22.1% |
| 1Y | +13.5% | +32.4% | -18.9% | -3.3% |
| 3Y | +162.1% | +19.1% | +143.1% | +134.4% |
| All | +72.2% | +12.6% | +59.6% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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