+182.8%
RCL vs EQX
+244.1%
-61.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.0% |
| 7D | -2.2% | +1.7% | -3.9% | -2.5% |
| 30D | -15.7% | +11.1% | -26.8% | -17.0% |
| 3M | -8.0% | +23.1% | -31.1% | -11.1% |
| 6M | -10.1% | -21.8% | +11.7% | -8.0% |
| YTD | -5.9% | -8.1% | +2.2% | -6.7% |
| 1Y | -23.5% | +29.7% | -53.2% | -28.4% |
| 3Y | +174.4% | +179.9% | -5.5% | +116.1% |
| 5Y | +227.1% | +82.5% | +144.6% | +162.2% |
| All | +182.8% | +244.1% | -61.3% | +157.9% |
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