+82.6%
EXC vs EQX
+244.1%
-161.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -0.7% |
| 7D | +0.3% | +1.7% | -1.4% | +0.2% |
| 30D | -0.9% | +11.1% | -12.0% | -1.5% |
| 3M | -2.7% | +23.1% | -25.8% | -4.1% |
| 6M | -9.4% | -21.8% | +12.5% | -8.5% |
| YTD | +3.0% | -8.1% | +11.1% | +2.6% |
| 1Y | +5.1% | +29.7% | -24.5% | +1.9% |
| 3Y | +20.6% | +179.9% | -159.3% | +8.1% |
| 5Y | +45.7% | +82.5% | -36.8% | +30.7% |
| All | +82.6% | +244.1% | -161.5% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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