+604.3%
CEG vs EQH
+70.7%
+533.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -4.8% | +0.7% | -5.5% | -5.1% |
| 30D | +2.3% | +2.8% | -0.5% | +1.0% |
| 3M | +15.6% | +23.1% | -7.5% | +5.3% |
| 6M | -5.0% | +41.4% | -46.4% | -19.1% |
| YTD | -19.0% | +14.3% | -33.3% | -24.5% |
| 1Y | -10.0% | +1.6% | -11.6% | -11.8% |
| 3Y | +163.9% | +102.7% | +61.2% | +97.5% |
| All | +604.3% | +70.7% | +533.6% | +418.3% |
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