+2.2%
XLI vs EQX
-23.6%
+25.8%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.6% | +0.8% |
| 7D | -1.7% | -3.2% | +1.5% | -1.2% |
| 30D | -7.3% | +7.8% | -15.0% | -8.4% |
| 3M | -1.3% | +21.3% | -22.7% | -4.7% |
| 6M | +2.2% | -22.4% | +24.7% | +6.0% |
| All | +2.2% | -23.6% | +25.8% | +6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling