+1,249.1%
CIEN vs EQH
+234.7%
+1,014.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +3.9% |
| 7D | +8.9% | +0.7% | +8.2% | +8.6% |
| 30D | -19.1% | +2.8% | -21.9% | -20.2% |
| 3M | -21.5% | +23.1% | -44.6% | -28.4% |
| 6M | +2.8% | +41.4% | -38.6% | -12.1% |
| YTD | +49.5% | +14.3% | +35.2% | +38.2% |
| 1Y | +163.8% | +1.6% | +162.2% | +154.8% |
| 3Y | +615.8% | +102.7% | +513.1% | +426.1% |
| 5Y | +548.4% | +104.5% | +443.8% | +366.7% |
| All | +1,249.1% | +234.7% | +1,014.4% | +659.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling