-49.3%
CCI vs EQH
+102.2%
-151.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.1% |
| 7D | -0.3% | +0.7% | -1.0% | -0.4% |
| 30D | +2.2% | +2.8% | -0.6% | +1.7% |
| 3M | -16.9% | +23.1% | -40.0% | -20.0% |
| 6M | -11.5% | +41.4% | -52.9% | -17.3% |
| YTD | -12.8% | +14.3% | -27.1% | -15.3% |
| 1Y | -17.1% | +1.6% | -18.7% | -17.8% |
| 3Y | -9.6% | +102.7% | -112.4% | -28.7% |
| All | -49.3% | +102.2% | -151.6% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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