+302.6%
ORCL vs EQX
+238.5%
+64.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.5% |
| 7D | +15.0% | +3.8% | +11.2% | +14.6% |
| 30D | +10.5% | +9.4% | +1.2% | +9.5% |
| 3M | -23.0% | +16.8% | -39.8% | -24.4% |
| 6M | +7.0% | -23.7% | +30.7% | +8.6% |
| YTD | -15.8% | -9.6% | -6.2% | -16.0% |
| 1Y | -31.1% | +29.1% | -60.2% | -33.1% |
| 3Y | +33.3% | +175.3% | -142.0% | +22.4% |
| 5Y | +94.3% | +77.3% | +17.0% | +77.1% |
| All | +302.6% | +238.5% | +64.2% | +306.3% |
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 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