+157.9%
EQX vs CPB
-43.2%
+201.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.3% | -0.8% | -5.3% |
| 7D | -7.0% | -5.4% | -1.6% | -7.3% |
| 30D | +4.8% | -7.8% | +12.7% | +4.4% |
| 3M | +25.6% | -6.9% | +32.6% | +25.5% |
| 6M | -25.8% | -12.2% | -13.7% | -26.1% |
| YTD | -12.7% | -21.1% | +8.3% | -13.6% |
| 1Y | +14.1% | -33.5% | +47.6% | +11.6% |
| All | +157.9% | -43.2% | +201.1% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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