+1,969.2%
LITE vs EQX
+243.0%
+1,726.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.3% |
| 7D | -1.5% | -1.4% | -0.2% | -1.4% |
| 30D | +6.7% | +24.4% | -17.7% | +3.5% |
| 3M | -6.8% | +11.6% | -18.4% | -8.4% |
| 6M | +29.4% | -25.0% | +54.4% | +32.6% |
| YTD | +139.1% | -8.4% | +147.5% | +138.2% |
| 1Y | +521.0% | +43.4% | +477.6% | +491.1% |
| 3Y | +1,535.3% | +162.0% | +1,373.3% | +1,345.5% |
| 5Y | +889.8% | +70.1% | +819.7% | +783.9% |
| All | +1,969.2% | +243.0% | +1,726.1% | +2,314.8% |
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 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