+81.2%
EQX vs COO
-51.8%
+133.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -14.7% | +9.6% | +1.2% |
| 7D | -7.0% | -23.3% | +16.3% | +3.7% |
| 30D | +4.8% | -29.5% | +34.3% | +21.3% |
| 3M | +25.6% | -20.0% | +45.6% | +36.7% |
| 6M | -25.8% | -27.2% | +1.4% | -15.7% |
| YTD | -12.7% | -33.9% | +21.2% | +3.4% |
| 1Y | +14.1% | -19.9% | +34.0% | +23.1% |
| 3Y | +165.7% | -38.1% | +203.8% | +209.2% |
| 5Y | +81.2% | -52.0% | +133.2% | +80.2% |
| All | +81.2% | -51.8% | +133.0% | +80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling