+217.9%
XLE vs EQX
+83.7%
+134.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | +1.7% | -3.2% | +4.9% | +1.9% |
| 30D | +6.7% | +7.8% | -1.0% | +6.1% |
| 3M | +14.9% | +21.3% | -6.5% | +13.0% |
| 6M | +15.9% | -22.4% | +38.3% | +17.4% |
| YTD | +47.7% | -11.3% | +59.0% | +47.1% |
| 1Y | +50.7% | +13.5% | +37.2% | +46.1% |
| 3Y | +57.9% | +162.1% | -104.3% | +36.1% |
| All | +217.9% | +83.7% | +134.2% | +183.8% |
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 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