+13.5%
EQX vs WCC
+66.6%
-53.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.1% |
| 7D | -3.2% | +1.5% | -4.7% | -3.8% |
| 30D | +7.8% | -2.1% | +9.9% | +8.5% |
| 3M | +21.3% | +3.8% | +17.5% | +18.3% |
| 6M | -22.4% | +35.0% | -57.4% | -32.4% |
| YTD | -11.3% | +46.4% | -57.7% | -25.2% |
| 1Y | +13.5% | +63.0% | -49.5% | -5.7% |
| All | +13.5% | +66.6% | -53.1% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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