+163.8%
CIEN vs EQH
+3.9%
+159.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.6% |
| 7D | +8.9% | +0.7% | +8.2% | +9.0% |
| 30D | -19.1% | +2.8% | -21.9% | -18.9% |
| 3M | -21.5% | +23.1% | -44.6% | -21.1% |
| 6M | +2.8% | +41.4% | -38.6% | +2.6% |
| YTD | +49.5% | +14.3% | +35.2% | +47.4% |
| 1Y | +163.8% | +1.6% | +162.2% | +150.3% |
| All | +163.8% | +3.9% | +159.9% | +150.3% |
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 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