+1,358.0%
LITE vs EQX
+129.0%
+1,229.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | +10.8% | -10.5% | +21.3% | +13.6% |
| 30D | -33.4% | +0.2% | -33.6% | -33.8% |
| 3M | -32.2% | -7.9% | -24.3% | -31.5% |
| 6M | -42.1% | -28.6% | -13.5% | -38.8% |
| YTD | +61.9% | -26.3% | +88.1% | +67.3% |
| 1Y | +163.0% | -20.2% | +183.2% | +167.3% |
| 3Y | +1,358.0% | +131.1% | +1,226.9% | +1,099.8% |
| All | +1,358.0% | +129.0% | +1,229.0% | +1,099.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling