+219.1%
RCL vs EQX
+83.7%
+135.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | -1.9% | -3.2% | +1.3% | -1.6% |
| 30D | -15.5% | +7.8% | -23.3% | -16.3% |
| 3M | -9.7% | +21.3% | -31.0% | -11.9% |
| 6M | -8.7% | -22.4% | +13.7% | -7.2% |
| YTD | -5.8% | -11.3% | +5.6% | -6.0% |
| 1Y | -24.5% | +13.5% | -38.0% | -27.0% |
| 3Y | +173.9% | +162.1% | +11.8% | +130.9% |
| All | +219.1% | +83.7% | +135.4% | +172.7% |
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