-49.5%
ORCL vs EQX
+7.1%
-56.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +12.8% | -14.7% | -5.0% |
| 7D | -14.4% | +7.6% | -22.0% | -16.1% |
| 30D | -12.8% | +0.4% | -13.3% | -13.1% |
| 3M | -14.8% | +18.0% | -32.8% | -18.4% |
| 6M | -30.9% | -18.4% | -12.5% | -29.8% |
| YTD | -35.7% | -19.3% | -16.3% | -35.8% |
| 1Y | -49.5% | +9.2% | -58.7% | -53.3% |
| All | -49.5% | +7.1% | -56.5% | -53.3% |
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