+1,014.7%
LITE vs EQX
+79.7%
+935.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.8% |
| 7D | +13.6% | +1.7% | +11.9% | +13.2% |
| 30D | +21.6% | +11.1% | +10.5% | +19.4% |
| 3M | +20.3% | +23.1% | -2.7% | +16.1% |
| 6M | +54.4% | -21.8% | +76.2% | +57.5% |
| YTD | +168.3% | -8.1% | +176.4% | +166.7% |
| 1Y | +551.8% | +29.7% | +522.1% | +523.0% |
| 3Y | +1,891.5% | +179.9% | +1,711.6% | +1,641.3% |
| 5Y | +1,014.7% | +82.5% | +932.2% | +882.9% |
| All | +1,014.7% | +79.7% | +935.0% | +882.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling