+5.6%
CDE vs EQH
+18.6%
-13.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.6% | +7.1% | +8.1% |
| 7D | +1.1% | +2.8% | -1.7% | +0.1% |
| 30D | -14.5% | +3.9% | -18.4% | -15.6% |
| 3M | -10.1% | +16.3% | -26.4% | -15.4% |
| 6M | -16.9% | +37.1% | -54.0% | -25.8% |
| YTD | -18.1% | +20.2% | -38.3% | -23.5% |
| 1Y | +5.6% | +17.9% | -12.3% | -0.6% |
| All | +5.6% | +18.6% | -13.0% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling