+49.9%
XLE vs EQX
+7.1%
+42.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +12.8% | -17.5% | -3.9% |
| 7D | -7.2% | +7.6% | -14.8% | -6.6% |
| 30D | +0.1% | +0.4% | -0.3% | +0.6% |
| 3M | +9.2% | +18.0% | -8.8% | +10.6% |
| 6M | +8.4% | -18.4% | +26.7% | +9.1% |
| YTD | +44.9% | -19.3% | +64.2% | +44.7% |
| 1Y | +49.9% | +9.2% | +40.6% | +46.8% |
| All | +49.9% | +7.1% | +42.8% | +46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling