+1,300.8%
LITE vs EQX
+176.1%
+1,124.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | +10.8% | -10.5% | +21.3% | +12.4% |
| 30D | -33.4% | +0.2% | -33.6% | -33.7% |
| 3M | -32.2% | -7.9% | -24.3% | -31.8% |
| 6M | -42.1% | -28.6% | -13.5% | -40.2% |
| YTD | +61.9% | -26.3% | +88.1% | +65.5% |
| 1Y | +163.0% | -20.2% | +183.2% | +166.8% |
| 3Y | +1,358.0% | +131.1% | +1,226.9% | +1,216.9% |
| 5Y | +549.9% | +21.7% | +528.3% | +502.2% |
| All | +1,300.8% | +176.1% | +1,124.8% | +1,577.6% |
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