+9.2%
EQX vs CP
+35.2%
-26.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.5% | +9.3% | +11.0% |
| 7D | +7.6% | +5.6% | +2.1% | +5.0% |
| 30D | +0.4% | +10.0% | -9.6% | -3.9% |
| 3M | +18.0% | +4.4% | +13.6% | +15.6% |
| 6M | -18.4% | +14.1% | -32.4% | -23.5% |
| YTD | -19.3% | +29.1% | -48.4% | -20.8% |
| 1Y | +9.2% | +34.6% | -25.3% | +7.5% |
| All | +9.2% | +35.2% | -26.0% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling