+154.5%
EXPE vs EQX
+226.7%
-72.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.1% | +6.6% | +2.1% |
| 7D | -8.7% | -7.0% | -1.7% | -7.9% |
| 30D | -13.6% | +4.8% | -18.5% | -14.2% |
| 3M | +26.6% | +25.6% | +1.0% | +22.9% |
| 6M | +19.9% | -25.8% | +45.8% | +22.8% |
| YTD | -1.7% | -12.7% | +11.0% | -2.2% |
| 1Y | +29.4% | +14.1% | +15.4% | +23.7% |
| 3Y | +155.7% | +165.7% | -10.1% | +109.8% |
| 5Y | +93.1% | +81.2% | +11.9% | +57.2% |
| All | +154.5% | +226.7% | -72.2% | +132.2% |
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