+82.4%
ORCL vs EQX
+73.3%
+9.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.1% | -0.3% | -4.7% |
| 7D | -0.7% | -7.0% | +6.3% | +0.2% |
| 30D | +5.1% | +4.8% | +0.3% | +4.4% |
| 3M | -23.7% | +25.6% | -49.4% | -26.1% |
| 6M | +3.1% | -25.8% | +28.9% | +5.4% |
| YTD | -20.8% | -12.7% | -8.0% | -20.7% |
| 1Y | -52.9% | +14.1% | -67.0% | -54.2% |
| 3Y | +25.4% | +165.7% | -140.3% | +12.6% |
| 5Y | +82.4% | +81.2% | +1.2% | +64.2% |
| All | +82.4% | +73.3% | +9.2% | +64.2% |
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