+251.1%
EQX vs WCC
+678.2%
-427.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +1.9% |
| 7D | +1.7% | +6.8% | -5.1% | +0.3% |
| 30D | +11.1% | -3.0% | +14.1% | +11.7% |
| 3M | +23.1% | +0.2% | +22.9% | +22.7% |
| 6M | -21.8% | +33.2% | -55.0% | -26.3% |
| YTD | -8.1% | +45.8% | -53.9% | -14.9% |
| 1Y | +29.7% | +68.4% | -38.7% | +16.9% |
| 3Y | +179.9% | +131.1% | +48.8% | +128.6% |
| 5Y | +82.5% | +225.6% | -143.1% | +35.3% |
| All | +251.1% | +678.2% | -427.1% | +119.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling