+238.8%
EQX vs RRC
+365.7%
-126.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.8% |
| 7D | -3.2% | -1.8% | -1.4% | -3.1% |
| 30D | +7.8% | +2.7% | +5.1% | +7.5% |
| 3M | +21.3% | +8.8% | +12.5% | +20.3% |
| 6M | -22.4% | -1.2% | -21.2% | -22.7% |
| YTD | -11.3% | +17.6% | -28.9% | -13.0% |
| 1Y | +13.5% | +18.4% | -4.9% | +11.1% |
| 3Y | +162.1% | +33.1% | +129.1% | +152.0% |
| 5Y | +84.2% | +148.2% | -64.0% | +69.7% |
| All | +238.8% | +365.7% | -126.9% | +207.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling