+521.0%
LITE vs EQX
+42.9%
+478.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.8% |
| 7D | -1.5% | -1.4% | -0.2% | -1.2% |
| 30D | +6.7% | +24.4% | -17.7% | -1.5% |
| 3M | -6.8% | +11.6% | -18.4% | -11.6% |
| 6M | +29.4% | -25.0% | +54.4% | +37.2% |
| YTD | +139.1% | -8.4% | +147.5% | +128.8% |
| 1Y | +521.0% | +43.4% | +477.6% | +359.8% |
| All | +521.0% | +42.9% | +478.1% | +359.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling