+147.9%
OXY vs EQX
+83.7%
+64.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +2.8% | -3.2% | +6.0% | +3.1% |
| 30D | +5.5% | +7.8% | -2.3% | +4.6% |
| 3M | +11.3% | +21.3% | -10.0% | +9.0% |
| 6M | +11.6% | -22.4% | +34.0% | +13.3% |
| YTD | +51.6% | -11.3% | +62.9% | +50.8% |
| 1Y | +36.2% | +13.5% | +22.7% | +31.0% |
| 3Y | +1.7% | +162.1% | -160.4% | -15.6% |
| All | +147.9% | +83.7% | +64.2% | +120.5% |
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