+89.9%
SLB vs EQX
+238.5%
-148.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.6% |
| 7D | +0.4% | +3.8% | -3.3% | 0.0% |
| 30D | +13.6% | +9.4% | +4.2% | +12.2% |
| 3M | +1.5% | +16.8% | -15.3% | -0.9% |
| 6M | +23.0% | -23.7% | +46.7% | +25.6% |
| YTD | +51.2% | -9.6% | +60.8% | +50.6% |
| 1Y | +63.5% | +29.1% | +34.4% | +55.0% |
| 3Y | +2.5% | +175.3% | -172.8% | -15.2% |
| 5Y | +139.2% | +77.3% | +61.9% | +101.1% |
| All | +89.9% | +238.5% | -148.6% | +73.6% |
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