+9.2%
EQX vs CPAY
+59.0%
-49.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.0% | +9.8% | +12.2% |
| 7D | +7.6% | +5.7% | +1.9% | +6.6% |
| 30D | +0.4% | +4.2% | -3.8% | -0.3% |
| 3M | +18.0% | +5.6% | +12.4% | +16.7% |
| 6M | -18.4% | +34.7% | -53.0% | -21.8% |
| YTD | -19.3% | +39.1% | -58.4% | -22.0% |
| 1Y | +9.2% | +60.3% | -51.1% | +1.2% |
| All | +9.2% | +59.0% | -49.8% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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