+157.9%
EQX vs COO
-38.4%
+196.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -14.7% | +9.6% | -1.1% |
| 7D | -7.0% | -23.3% | +16.3% | -0.4% |
| 30D | +4.8% | -29.5% | +34.3% | +14.8% |
| 3M | +25.6% | -20.0% | +45.6% | +32.6% |
| 6M | -25.8% | -27.2% | +1.4% | -19.4% |
| YTD | -12.7% | -33.9% | +21.2% | -2.8% |
| 1Y | +14.1% | -19.9% | +34.0% | +20.6% |
| All | +157.9% | -38.4% | +196.3% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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